The Role
Lead branch growth and profitability by expanding deposits, deepening customer relationships, cross-selling financial products, generating fee income, and ensuring excellent customer service. Manage branch administration, regulatory compliance, team productivity, performance, and morale. Own branch break-even and P&L results while coordinating with product, marketing, and other teams on product development, service improvements, 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
- Understanding of retail liabilities
- Ability to deliver exceptional customer service
- Knowledge of regulatory compliance and branch operations
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The Company
What We Do
Kotak Mahindra Group is an Indian financial services conglomerate founded in 1985. Its flagship Kotak Mahindra Bank provides commercial banking and serves individuals and corporate customers through banking, lending, payments, and corporate solutions. Across the wider group, offerings include stock broking, mutual funds, life insurance, and investment banking, addressing diverse personal and corporate financial needs across India.
