Job Description
Cluster Head Acquisition – CASA will be present at a cluster level and will be aligned with the respective cluster with primary job to drive CASA mobilization for the bank
Core Responsibilities
• Responsible for cluster level targets on CASA Numbers & NAV and X-sell as described in the goal sheets
• Driving cluster wise plan for CASA acquisition and related x-sell of hook products (e.g. EXIM, BB, RB) and household products through dedicated team of CSL – Business & CSL
• Ensure branches with budgets on CASA are achieving the desired number and value in his respective cluster
• Work closely with all Business Units to enhance business opportunities on CASA
• Build synergies across all channels and ensure to provide a conducive environment for the team
• Ensure adequate focus on knowledge management of team, FTNR & TAT of account opening to improve customer experience and regulatory adherence
• Should maintain strong domain knowledge of sales process management, customer segments and relevant product offering
• Drive a behavior of hook based acquisition on both CA and SA
• Manage / Own Top 25 customers of the cluster along with the respective Stakeholders
• At any point in time have a wish list of HVA accounts for the cluster and review it periodically with all stake holders
• Ensure a CRM at every CSL level is created and reviewed every week on its progress
• Responsible for bulk sourcing of CASA through business development initiatives
• CA - Associations / Trade Bodies / Professional Bodies / Segmental Markets/ SA - Clubs / Societies / Professional Bodies
• To be measured on overall number and value for CA and SA
• Expected Average Productivity for BRP for CA and SA (to be defined in scorecard)
• Expected Average Productivity for CRP for SA and CA (to be defined in scorecard)
• Over achievement of CA NAV can be fungible for SA NAV (To be defined In scorecard)
• Manpower gaps at any given point not to exceed 5 % on budgeted count (Budget VS Actual)
• Build network to gather market intelligence on competition and create appropriate sales plan for acquisition teams’/ feedback mechanism for product teams.
• Should work closely with Product /Channel for support on driving the assigned targets.
• Ensure hook penetration & cross sell at the time of account opening and activation post account opening
Minimum Qualifications
• Bachelor’s degree
• Master’s degree is preferred
Skills
• P&L Management for Cluster
• Banking process and product knowledge
• Thorough knowledge of daily banking operations and products and services
• RBI regulatory knowledge
• Cost Management
• Revenue Generation
• CASA Mobilization
Years of Experience
A minimum of 8-7 years of relevant experience with at least 4 years in a similar role
Core Responsibilities
• Responsible for cluster level targets on CASA Numbers & NAV and X-sell as described in the goal sheets
• Driving cluster wise plan for CASA acquisition and related x-sell of hook products (e.g. EXIM, BB, RB) and household products through dedicated team of CSL – Business & CSL
• Ensure branches with budgets on CASA are achieving the desired number and value in his respective cluster
• Work closely with all Business Units to enhance business opportunities on CASA
• Build synergies across all channels and ensure to provide a conducive environment for the team
• Ensure adequate focus on knowledge management of team, FTNR & TAT of account opening to improve customer experience and regulatory adherence
• Should maintain strong domain knowledge of sales process management, customer segments and relevant product offering
• Drive a behavior of hook based acquisition on both CA and SA
• Manage / Own Top 25 customers of the cluster along with the respective Stakeholders
• At any point in time have a wish list of HVA accounts for the cluster and review it periodically with all stake holders
• Ensure a CRM at every CSL level is created and reviewed every week on its progress
• Responsible for bulk sourcing of CASA through business development initiatives
• CA - Associations / Trade Bodies / Professional Bodies / Segmental Markets/ SA - Clubs / Societies / Professional Bodies
• To be measured on overall number and value for CA and SA
• Expected Average Productivity for BRP for CA and SA (to be defined in scorecard)
• Expected Average Productivity for CRP for SA and CA (to be defined in scorecard)
• Over achievement of CA NAV can be fungible for SA NAV (To be defined In scorecard)
• Manpower gaps at any given point not to exceed 5 % on budgeted count (Budget VS Actual)
• Build network to gather market intelligence on competition and create appropriate sales plan for acquisition teams’/ feedback mechanism for product teams.
• Should work closely with Product /Channel for support on driving the assigned targets.
• Ensure hook penetration & cross sell at the time of account opening and activation post account opening
Minimum Qualifications
• Bachelor’s degree
• Master’s degree is preferred
Skills
• P&L Management for Cluster
• Banking process and product knowledge
• Thorough knowledge of daily banking operations and products and services
• RBI regulatory knowledge
• Cost Management
• Revenue Generation
• CASA Mobilization
Years of Experience
A minimum of 8-7 years of relevant experience with at least 4 years in a similar role
💡 Quick Summary
Seeking a career-building opportunity? The Cluster Head Sales position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.