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 2–5 years of experience in CASA sales or banking sales.
• Prior team handling experience preferred.
• Experience in Current Account acquisition will be an added advantage.