Sales Manager -Casa

ACURA SOLUTIONS LTD; Meerut; On-site; INR 800,000 - 1,100,000; Full time

Job summary

ACURA SOLUTIONS LTD in Meerut (Uttar Pradesh) seeks a Branch Sales Manager (Team Handling) to lead a sales team, drive CASA acquisition, and manage relationships with HNIs, SMEs, and corporate clients. The role emphasizes targets, coaching, and compliance within a BFSI environment.

The position requires a strong leadership mindset, local market understanding, and willingness to travel within the region to expand the branch’s customer base and achieve growth.

Qualifications

• Experience: 38 years of experience in Banking, NBFC, Broking, or Financial Services (BFSI), with at least 12 years of proven team handling experience.

Responsibilities

• Lead, mentor, and guide a team of sales executives/officers to achieve monthly, quarterly, and annual targets.
• Formulate and execute territory sales strategies to drive CASA acquisition and cross-sell third-party products (Insurance, Mutual Funds, Loans).
• Build and maintain key client relationships across High-Net-Worth Individuals (HNIs), SMEs, and corporate entities.
• Ensure strict compliance with regulatory guidelines, KYC/AML norms, and internal risk management standards during customer onboarding.

Skills

Team Handling Leadership

CASA Acquisition

Branch Sales Management

Business Development

B2B/B2C Sales

Cross-selling

Negotiation

Client relationship management

Education

Bachelor's Degree

MBA/PGDM in Sales/Marketing

Job description

Job Purpose Summary

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.