Sales Manager-Cross Sell (SME Loans)
IDFC FIRST Bank — Mumbai, MUMBAI
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Job Description
Job Requirements About the Role
The Sales Manager – Cross Sell SME is responsible for acquiring SME customers through cross-sell initiatives across designated branches. This is a customer-facing role that involves understanding client needs, offering relevant banking solutions, and ensuring a seamless service experience. The role also includes catchment mapping, gathering customer feedback, and identifying new business opportunities. The incumbent will play a key part in driving client acquisition, deepening relationships, and maximizing customer lifetime value to support broader organizational goals.
Key Responsibilities
Primary Responsibilities
- Acquire SME customers through cross-sell efforts in the identified segment.
- Consistently meet and exceed monthly targets for new customer acquisition by analyzing transaction banking needs.
- Provide regular feedback to Relationship Managers (RMs) regarding customer opportunities and requirements.
- Ensure adherence to sales norms and Standard Operating Procedures (SOPs) as defined by the organization.
- Maintain strict compliance with internal policies and external regulatory guidelines.
- Ensure high-quality sourcing aligned with the bank’s standards.
Secondary Responsibilities
- Mentor and coach team members to foster a culture of customer centricity, innovation, compliance, and integrity.
- Promote automation and digital enablement to holistically meet customer needs.
- Attract and retain top-tier talent to support the bank’s growth objectives.
What We Are Looking For
Education
- Graduation: Full time graduate in any discipline from a recognised institution.
Experience
- Minimum of 0-2 years of experience in sales, preferably in banking or financial services.
Skills and Attributes
- Strong customer engagement and relationship-building skills
- Ability to understand and analyze customer banking needs
- Excellent communication and interpersonal skills
- High level of integrity and compliance orientation
- Self-motivated with a results-driven approach
- Adaptability to work across diverse geographies and customer segments
Frequently Asked Questions
What are the eligibility criteria for the Sales Manager-Cross Sell (SME Loans) job at IDFC FIRST Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-2 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Sales Manager-Cross Sell (SME Loans) at IDFC FIRST Bank?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Sales Manager-Cross Sell (SME Loans) at IDFC FIRST Bank.
Is prior experience required for this position?
This role requires around 0-2 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Sales Manager-Cross Sell (SME Loans) role at IDFC FIRST Bank?
You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.
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