Job Details

Sales Manager - Current Account

Reports to: Regional Head Sales- CA 

Positions Reporting to Role: Sales Officers CA

Job Role & Responsibilities:

  • Source high- end business accounts & generate fee income for a particular branch
  • Acquire & Manage Current Account Portfolios of the Branch for incremental value
  • Follow KYC norms (Know Your Customer) to verify identity of the customer and obtain information on the purpose and intended nature of the business relationship


  • Manage portfolio of the clients
  • Manage customer relationships & address both service & sales queries for customers with an objective to engage & retain customers
  • Provide banking product related advisory services to customers as per their suitability and requirement
  • Source 2-3 current accounts through his catchment and lead by example to his sales team
  • Ensure collection of documents by Sales Officers from the clients like Proprietorship, Partnership, Private Limited, Limited to know the nature of business of the customer
  • Sourcing Trade, Forex customers & thereby generating fee based income
  • Meeting existing customers to generate business opportunities thereby generating revenue for the Bank
  • Identify new segments & set up new trade verticals for prospective business opportunities at different locations/regions new to the bank
  • Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers & generate fee income
  • Handle Trade based queries from the Branch & increase revenue by smoothening transactions process by proactive liaison with other departments
  • Provide training to team on regular basis about KYC norms , Customer identification, customer profiling and requirement of customer


Passion: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties

Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsive

Compliance with Conscience: Own norms are aligned with Organizational code of conduct & regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authority

Educational qualification:

Graduation / Post Graduation

Note - Applicant with relevant work experience in Banking are preferred.


Across India

Min Exp (yrs):


Max Exp (yrs):


Recommend this job to a friend