Sales Manager-Business Loan

IDFC FIRST Bank

Job Requirements

Job Role: Sales Manager-Business Loan

Job Function: Retail Banking

Job Purpose: The Sales Manager – Business Loan in the Retail Banking function is responsible for acquiring Business 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 incumbent is expected to conduct catchment mapping, gather customer feedback, and identify potential business opportunities. The role is pivotal in driving client acquisition, deepening relationships, and maximizing lifetime customer value to support the bank’s broader growth objectives.

Key Roles and Responsibilities:

  • Acquire Business Loan customers within the identified segment and geography.
  • Meet and exceed monthly targets for new customer acquisition.
  • 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 policies and external regulatory guidelines.
  • Ensure quality sourcing aligned with the bank’s credit and operational policies.
  • Identify new channels / DSA’s and empanel them.
  • Ensure every channel / DSA contributes for the business.
  • Foster a culture of automation and digital enablement to holistically meet customer needs.

Education: Any Graduate (Full-time)

Experience - 0- 2 years of relevant experience in business loan sales or related financial services.

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