Branch Sales Manager - CA - Mumbai - KMBL

Mintskill HR Solutions LLP; Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

A financial services company in Mumbai is looking for a Branch Sales Manager to source New to Bank Business Banking accounts and manage an assigned portfolio. This role involves maintaining service standards, cross-selling banking products, and ensuring compliance with KYC norms. The ideal candidate will possess strong communication skills and the ability to identify upselling opportunities. Candidates with knowledge of trade, forex, and business assets are encouraged to apply.

Qualifications

• Ability to source High Value Business Banking Accounts.
• Thorough knowledge of Current Account opening processes.
• Strong Communication skills with assertive attitude.

Responsibilities

• Sourcing New to Bank Business Banking accounts.
• Managing the Business Banking portfolio assigned.
• Maintaining service standards in collaboration with the support team.

Skills

Strong Communication skills

Ability to source High Value Business Banking Accounts

Knowledge of Trade and Forex

Upselling/Cross-selling bank products

Job description

Branch Sales Manager - CA - Mumbai - KMBL

• Sourcing New to Bank Business Banking accounts & Managing the Business Banking portfolio assigned
• Assisting the client’s business with different business banking products like OD/CC/ BG/Term Loans/Forex.
• Cross selling liability based products liked Fixed Deposit’s, savings accounts to the portfolio clients
• Maintaining the service standards set by the bank in collaboration with the service support team
• Maintain Co-ordeal relationships with internal stakeholders and external agencies to generate leads for New to bank Clients.
• Mobilize business for Current Accounts and Savings Accounts.
• Organize various lead generation activities for his/her branch.
• Main point of contact for the team members in case of any grievance from the customer’s side.
• Ability to source high value accounts resulting in cross sale of Assets & TFX Business.
• Ensure that the team members are properly guided on adherence to the requirements as per the KYC norms as prescribed by RBI and to be checked carefully before forwarding the account opening forms to RPCs for processing.

Requirements

• Ability to source High Value Business Banking Accounts
• Thorough knowledge of Current Account/Trade Account opening/transaction processes
• Strong Communication skills with assertive attitude
• Knowledge of Trade, Forex and Business Assets & Strong follow up ability & keenness
• Ability to spot opportunities in the portfolio for Upselling/Cross-selling bank products