Sales Manager-Cross Sell (SME Loans)
IDFC Bank · Mumbai · onsite · Posted 67d ago
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About this role
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
Education
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.
- 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.
Education
- Graduation: Full time graduate in any discipline from a recognised institution.
- Minimum of 0-2 years of experience in sales, preferably in banking or financial services.
- 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
Sourced from foundit
Skills
Automation and digital enablementCompliance with internal policies and external regulatory guidelinesCustomer Engagementrelationship building
About IDFC FIRST Bank
IDFC Bank
Banking
43.1k+
employees
2018
8 years old
Mumbai, Maharashtra
India
About
IDFC FIRST Bank is one of India’s fastest-growing new-age private sector banks.
Industries
BankingFinancial Services
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