Sales Manager-Personal Loan (Partner Business)
IDFC FIRST Bank — Mumbai, MUMBAI
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Job Description
Job Requirements About the Role
The Sales Manager – Personal Loan is responsible for acquiring new personal loan customers for a designated branch through direct customer interaction. The role involves explaining and selling banking products, acting as a bridge between customers and the bank, and ensuring best-in-class service delivery. The role also includes supervising catchment mapping, gathering customer feedback, and identifying and converting potential business opportunities. The Sales Manager plays a key role in driving client acquisition, deepening customer relationships, and maximizing lifetime customer value to support the bank’s broader growth objectives.
Key Responsibilities
Primary Responsibilities
- Acquire personal loan customers within the identified segment.
- Meet and exceed monthly targets for new customer acquisition by analyzing customer transaction banking needs.
- Provide regular feedback to Relationship Managers (RMs) on customer opportunities and requirements.
- Ensure adherence to selling norms and Standard Operating Procedures (SOPs) defined by the organization.
- Maintain strict compliance with internal guidelines and external regulatory requirements.
- Ensure quality sourcing in line with the bank’s credit and operational policies.
Secondary Responsibilities
- Supervise catchment mapping and monitor customer feedback to identify new business opportunities.
- Collaborate with internal teams to ensure seamless customer onboarding and service delivery.
- Support initiatives focused on automation and digital enablement to enhance customer experience.
What We Are Looking For
Education
- Graduate: Any discipline but full time is mandatory
Experience
- Minimum of 2 year of relevant experience in sales, banking, or financial services.
Skills and Attributes
- Strong customer orientation with excellent communication and interpersonal skills.
- Ability to identify customer needs and offer suitable banking solutions.
- Proven track record in achieving sales targets and driving customer acquisition.
- Familiarity with banking products and regulatory compliance.
- Leadership qualities to mentor and coach team members.
- Adaptability to digital tools and automation for enhanced service delivery.
Frequently Asked Questions
What are the eligibility criteria for the Sales Manager-Personal Loan (Partner Business) job at IDFC FIRST Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5-10 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Sales Manager-Personal Loan (Partner Business) 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-Personal Loan (Partner Business) at IDFC FIRST Bank.
Is prior experience required for this position?
This role requires around 5-10 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-Personal Loan (Partner Business) 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.