Job Description
Sales Managers (SM) are a part of the Bank's sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. SMs manage a team of business development executives responsible for selling current accounts and savings (CASA) accounts to customers based on their needs. They will ensure mapping of market and customers according to their need and handle queries to ensure customer satisfaction
Key Responsibilities
• Achieve sales targets through direct efforts and by managing a team of business development executives
• Identify sales opportunities for the CASA products by acquiring new customers and building new relationships
• Manage business relations with existing customers to increase the depth of existing relationships
• Ensure timely servicing of leads received and resolution of discrepancies raised during application process
• Record and track all engagement activities through the CRM system
• Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
Qualifications:
Optimal qualification for success on the job is:
• Graduation/ Post Graduation from a recognized university
• 4-8 years in a relevant role/ BFSI sector
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Good communication (both verbal and written) skill in both English and the local language
• Excellent lead generation and conversion skill
• Ability to handle pressure and meet deadlines
• High sales orientation to meet the sales targets consistently
• Ability to manage complex client situations
• Ability to coach and mentor others
• Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment
Key Responsibilities
• Achieve sales targets through direct efforts and by managing a team of business development executives
• Identify sales opportunities for the CASA products by acquiring new customers and building new relationships
• Manage business relations with existing customers to increase the depth of existing relationships
• Ensure timely servicing of leads received and resolution of discrepancies raised during application process
• Record and track all engagement activities through the CRM system
• Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
Qualifications:
Optimal qualification for success on the job is:
• Graduation/ Post Graduation from a recognized university
• 4-8 years in a relevant role/ BFSI sector
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Good communication (both verbal and written) skill in both English and the local language
• Excellent lead generation and conversion skill
• Ability to handle pressure and meet deadlines
• High sales orientation to meet the sales targets consistently
• Ability to manage complex client situations
• Ability to coach and mentor others
• Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment
💡 Quick Summary
Seeking a career-building opportunity? The RB|LS|Sales Manager|CASA position is now open for candidates interested in the Bank Jobs sector. This role in Udaipur 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.