Sales Manager-Personal Loan (Partner Business)

IDFC FIRST BankKolkata, West BengalOn-siteFull-timeMid level, 2–5 yearsListed 4 hours ago

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About this role

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.