Sales Manager-Cross Sell (SME Loans)
IDFC FIRST Bank
Chandigarh, Chandigarh, India0–2 yrs1h agovia LinkedIn
Sales Manager - Cross Sell (SME Loans)
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
- 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).
- 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.
Requirements & Tech Stack
- Graduation: Full-time graduate in any discipline from a recognized institution.
Qualifications
- 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.