Leading Bank requires Casa Team Leader

V Konnect; Surat; On-site; INR 500,000 - 800,000; Full time

Job summary

V Konnect in Surat, India seeks a field-focused banking sales professional to identify leads, acquire high-value Casa clients, and drive growth of current account floats. The role involves activating existing CA holders on transaction platforms, cross-selling SME loans, CMS, POS solutions, and working capital products.

Senior variations may include mentorship and scorecard leadership. Exposure to cash management services and POS implementations is advantageous, with a focus on rapid issue

Responsibilities

• Customer Acquisition: Identifying leads and pitching tailored banking products to new high-value Casa clients, merchants, and firms to grow current account floats.
• Portfolio & Float Delivery: Activating existing current account clients on transaction platforms to maximize the banks low-cost CASA value balances.
• Cross-Selling Financial Solutions: Presenting suitable financial products such as SME loans, working capital requirements, point-of-sale (POS) terminals, and cash management services (CMS).
• Team Mentorship: (Applicable to senior variations of the role like Area or Senior Sales Managers) Training, tracking daily field calls, and driving scorecard metrics for a distributed team of acquisition officers.
• Service Excellence: Ensuring rapid resolution of client complaints to consistently improve Net Promoter Scores (NPS).

Job description

Role & responsibilities

• Customer Acquisition: Identifying leads and pitching tailored banking products to new high-value Casa clients, merchants, and firms to grow current account floats.
• Portfolio & Float Delivery: Activating existing current account clients on transaction platforms to maximize the banks low-cost CASA (Current Account Savings Account) value balances.
• Cross-Selling Financial Solutions: Presenting suitable financial products such as SME loans, working capital requirements, point-of-sale (POS) terminals, and cash management services (CMS).
• Team Mentorship: (Applicable to senior variations of the role like Area or Senior Sales Managers) Training, tracking daily field calls, and driving scorecard metrics for a distributed team of acquisition officers.
• Service Excellence: Ensuring rapid resolution of client complaints to consistently improve Net Promoter Scores (NPS).