Sales Manager-Cross Sell (Personal Loan)

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ID: 877777
Published 1 month ago by IDFC FIRST Bank
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Job Requirements

Job Title - Sales Manager - Cross Sell

Place of work: Pan India

Business Unit - Retail Banking

Function - Retail Banking

Job Purpose: The role entails direct customer interaction and is responsible for acquisition of Cross Sell customers for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to supervise catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.

Roles Responsibilities
• Acquisition of Cross Sell customers in the identified segment
• Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer
• Provide regular feedback to RM on opportunities and customer needs
• Ensure adherence to selling norms and SOPs defined by the organization
• Ensure strict compliance with internal guidelines and external regulations.
• Ensure quality sourcing in line with the Bank's policy.

Managerial Leadership Responsibilities

Mentor and coach senior team members to percolate ethos of customer centricity, innovation, compliance and integrity Create environment for team to focus on automation and digital enablement to fulfil customer needs holistically Attract retain best-in class talent to meet Bank's rapid growth targets.

Educational Qualifications

Graduate - Any

Postgraduate - Any

Experience: 0 to 4 Years Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Job Requirements

Job Title - Sales Manager - Cross Sell

Place of work: Pan India

Business Unit - Retail Banking

Function - Retail Banking

Job Purpose: The role entails direct customer interaction and is responsible for acquisition of Cross Sell customers for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to supervise catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals.

Roles Responsibilities
• Acquisition of Cross Sell customers in the identified segment
• Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer
• Provide regular feedback to RM on opportunities and customer needs
• Ensure adherence to selling norms and SOPs defined by the organization
• Ensure strict compliance with internal guidelines and external regulations.
• Ensure quality sourcing in line with the Bank's policy.

Managerial Leadership Responsibilities

Mentor and coach senior team members to percolate ethos of customer centricity, innovation, compliance and integrity Create environment for team to focus on automation and digital enablement to fulfil customer needs holistically Attract retain best-in class talent to meet Bank's rapid growth targets.

Educational Qualifications

Graduate - Any

Postgraduate - Any

Experience: 0 to 4 Years
IDFC FIRST Bank
IDFC FIRST Bank
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