Verified Job
Accounting - Finance
Sales ManagerPersonal Loan Direct Sales Team
Accounting - Finance
#405824
Remote / WFH
Job Description
Role/ Job Title: Sales Manager - Personal Loan
Function/ Department: Retail Banking
Job Purpose
The role entails direct customer interaction and is responsible for acquisition of Personal Loan 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 Personal Loan customers in the identified segment.
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing 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.
Education Qualification
Graduation: Any Graduation
Postgraduation: Any Post Graduation
Experience: 2 to 5 years of relevant experience.
Function/ Department: Retail Banking
Job Purpose
The role entails direct customer interaction and is responsible for acquisition of Personal Loan 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 Personal Loan customers in the identified segment.
• Meet and exceed the defined targets of new customer acquisitions month on month by analysing 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.
Education Qualification
Graduation: Any Graduation
Postgraduation: Any Post Graduation
Experience: 2 to 5 years of relevant experience.
