Kotak Mahindra Bank

Sales Manager - CASA_Sales-Sales_Mumbai

Posted 2 Days Ago

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Mumbai, Maharashtra, IND

In-Office

Entry level

Fintech • Payments • Financial Services

The Role

Drives branch deposit growth, customer acquisition, relationship deepening, and cross-selling of financial products such as mutual funds and insurance. Oversees customer service, branch administration, regulatory compliance, operational excellence, team productivity, morale, and profitability. Owns branch break-even and P&L performance while coordinating with product, marketing, and other teams on product development and sales initiatives.

Summary Generated by Built In

The Sales Manager – CASA is responsible for driving the growth of the deposit base, cross-selling financial products, and managing the overall performance and profitability of the branch. This role requires strong leadership, a deep understanding of retail liabilities, and the ability to deliver exceptional customer service while ensuring regulatory compliance and operational excellence. ResponsibilitiesDrive enhancement of the deposit pool through acquisition and deepening of customer relationships. Establish and maintain high standards of customer service delivery. Achieve cross-sell targets for non-deposit products including mutual funds, insurance, and other third-party offerings. Generate fee income through effective product penetration and customer engagement. Oversee branch administration and ensure adherence to regulatory and compliance norms. Manage productivity, performance, and morale of the branch team. Take full ownership of the branch’s break-even and P&L performance. Liaise with product, marketing, and other verticals for new product development, service enhancements, and sales initiatives.

Skills Required

Strong leadership skills
Deep understanding of retail liabilities
Ability to deliver exceptional customer service
Knowledge of regulatory compliance and operational excellence
Ability to manage branch team productivity, performance, and morale
Ability to manage branch profitability and P&L performance

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The Company

HQ: Mumbai

74,097 Employees

Year Founded: 1985

What We Do

About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com