Sales Manager-Cross Sell (SME Loans)
IDFC FIRST Bank · Mumbai, Maharashtra, India
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IDFC FIRST Bank · Mumbai, Maharashtra, India
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