Senior Branch Sales Manager

Job Title

Senior Branch Sales Manager (SBSM)

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

Job Function and Role Type

Sales, Supervisory

Version No

1.0

Job Purpose

Responsible for achieving Current Account numbers and value targets through customer onboarding, process adherence, and local marketing activities, while ensuring compliance with KYC, AML, and other bank policies.

Key Responsibilities

Customer Acquisition and Cross-Selling

Achieve Current Account numbers and value targets.

Drive cross-sell income targets for self, CAAM, and CSOs.

Source unique trade customers in assigned catchment.

Collaboration and Target Achievement

Work with Branch Managers to achieve CA NAV, numbers, and cross-sell income targets.

Coordinate with CAAMs and CSOs to meet business goals.

Lead Generation

Generate leads for fund-based and non-fund-based business assets.

Track daily lead generation, conversion, and product mix.

Process Adherence and Compliance

Ensure customer onboarding and process adherence.

Conduct supervisory reviews and joint calls.

Comply with KYC, AML, and bank policies to reduce FTNR.

Education:

Graduation required; Post-graduation preferred.

Certifications:

AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Key Competencies

Sales and influencing skills, banking product and process knowledge, planning and organizing skills, communication, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, Operations, NR Product Team, Treasury, Insurance CAM, MF Fund Houses Personnel, HSL Personnel.