Credit Cards Portfolio Manager

Job description

Job Description: Credit Card Sales Executive / Officer (PAN India) Role Title: Credit Card Sales Executive / Sales Officer Location: Pan India (Open Market / Branch / Mall / Field / Telesales) Department: Retail Banking Credit Cards Key Responsibilities 1. Customer Acquisition & Lead Generation • Promote and sell credit card products to potential customers through field visits, telecalling, open market sourcing, mall activities, and corporate visits. [in.linkedin.com], [in.prosple.com] • Generate new customer leads via cold calls, walkins, referrals, and DSA/channel partner networks. [in.linkedin.com] • Achieve daily, weekly, and monthly sales targets consistently. [in.linkedin.com] 2. Product Pitching & Customer Engagement • Explain credit card features, benefits, rewards, fees, and eligibility criteria clearly to customers. [in.linkedin.com] • Assist customers with application filling—digital or physical—and ensure all mandatory KYC & documents are collected. [in.prosple.com] • Provide proper support throughout the application process including eligibility checks and card selection. [in.prosple.com] 3. Documentation & Process Coordination • Ensure applications are complete as per policy guidelines and submit them to processing teams on time. [in.prosple.com] • Follow up on FTNR (File To Not Respond) cases for timely resolution. [in.prosple.com] • Maintain accurate records of customer interactions and sales activities. [in.linkedin.com] 4. Activation & PostSales Support • Ensure activation of cards sold by educating customers about spend offers and usage benefits. [in.prosple.com] • Provide assistance for any cardrelated issues raised through branches or channels. [in.prosple.com] • Drive crosssell of liabilities, personal loans, and other bank products to eligible credit card customers. [in.prosple.com] Required Skills & Competencies Technical & Functional Skills • Knowledge of credit card products, rewards, merchant offers, and eligibility norms. • Familiarity with sales processes—inside sales, field sales, telesales, retail or B2C. [naukri.com] • Basic understanding of KYC and banking documentation requirements Drop your files here