Sales Manager -Casa

ACURA SOLUTIONS LTD; Ghaziabad District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

ACURA SOLUTIONS LTD seeks a dynamic Branch Sales Manager (Team Handling) to lead a team of sales executives toward CASA, Current Accounts, savings accounts, and third‑party products. The role drives branch targets, mentors performance, grows the regional client base, and maintains strong client relationships.

The candidate should have 38 years of Banking/BFSI experience with at least 12 years in team handling, plus an MBA/PGDM in Sales/Marketing.

Qualifications

• Experience in Banking, NBFC, Broking or BFSI sectors.
• Strong leadership and people management skills.
• Proven track record in sales growth and target achievement.

Responsibilities

• Lead, mentor, and guide a team of sales executives/officers to achieve targets.
• Monitor field activity, review performance, and coach for productivity.
• Drive CASA acquisition and cross-sell third-party products (Insurance, Mutual Funds, Loans).
• Build and maintain relationships with HNIs, SMEs, and corporate clients.
• Ensure compliance with KYC/AML and onboarding processes.

Skills

Team Leadership

CASA Acquisition

Branch Sales

Business Development

Cross-selling

Education

Bachelor's Degree

MBA/PGDM in Sales/Marketing

Job description

We are seeking a dynamic and target-oriented Branch Sales Manager (Team Handling) to oversee, mentor, and drive a team of sales executives toward acquiring Current Accounts, Savings Accounts (CASA), and third-party financial products. The ideal candidate will be responsible for driving overall branch sales targets, managing team performance, expanding the regional customer base, and fostering strong client relationships.

Key Responsibilities

• Team Leadership Management:
  • Lead, mentor, and guide a team of sales executives/officers to achieve monthly, quarterly, and annual targets.
  • Monitor daily field activity, review performance metrics, and conduct regular coaching to boost productivity and sales efficiency.
  • Assist team members in closing high-value corporate accounts, HNI clients, and complex financial deals.
• Business Acquisition Sales Strategy:
  • Formulate and execute territory sales strategies to drive CASA acquisition and cross-sell third-party products (Insurance, Mutual Funds, Loans).
  • Drive business development initiatives through corporate tie-ups, field campaigns, cold calling, and network referrals.
• Relationship Portfolio Growth:
  • Build and maintain key client relationships across High-Net-Worth Individuals (HNIs), SMEs, and corporate entities.
  • Ensure high levels of customer retention, engagement, and portfolio value growth.
• Operations Compliance:
  • Ensure strict compliance with regulatory guidelines, KYC/AML norms, and internal risk management standards during customer onboarding.
  • Maintain operational accuracy across all documentation and onboarding processes managed by the team.

Key Skills Competencies

• Core Skills: Team Handling Leadership, CASA Acquisition, Branch Sales Management, Business Development, B2B/B2C Sales, Cross-selling.
• Interpersonal Skills: Strong team management, effective communication, negotiation, performance tracking, and client relationship management.
• Technical Knowledge: Strong understanding of retail banking products, financial services, market trends, and KYC/AML compliance.

Desired Candidate Profile

• Experience: 38 years of experience in Banking, NBFC, Broking, or Financial Services (BFSI), with at least 12 years of proven team handling experience.
• Education: Bachelors Degree in Any Discipline; MBA/PGDM in Sales/Marketing preferred.
• Other Requirements: Strong leadership capability, deep understanding of the local market, target-driven mindset, and willingness to undertake local travel.