Team Leader-Current Account

Position: Team Leader Current Account (CASA)

Industry: Banking / Financial Services

Department: Retail Banking CASA Sales

Reporting To: Branch Manager / Area Sales Manager

Job Summary

The Team Leader Current Account is responsible for managing a team of CASA sales executives and driving acquisition of Current Account customers for the bank. The role includes team handling, target achievement, customer acquisition, relationship management, and ensuring high-quality sales performance.

Key Responsibilities

Lead and manage the Current Account sales team.Drive acquisition of Current Account customers through field sales and corporate visits.Achieve monthly and quarterly CASA targets.Monitor team performance and provide regular guidance and motivation.Develop business through referrals, market mapping, and lead generation activities.Build and maintain strong relationships with clients and business owners.Ensure compliance with banking policies and KYC norms.Conduct daily sales meetings and performance reviews.Coordinate with internal departments for smooth account opening and customer servicing.Train and mentor new team members on sales strategies and banking products.

Required Skills

Strong leadership and team handling skills.Good communication and interpersonal skills.Sales and target-oriented approach.Knowledge of CASA products and banking operations.Ability to handle field sales activities and client meetings.Problem-solving and decision-making abilities.

Eligibility Criteria

Graduate in any discipline.Minimum 25 years of experience in CASA sales or banking sales.Prior team handling experience preferred.Experience in Current Account acquisition will be an added advantage. .