Job Requirements

About the Role

The Sales Manager – Personal Loan is responsible for acquiring recent personal 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 role also includes supervising catchment mapping, gathering customer feedback, and identifying and converting potential business prospects.

The Sales

Manager plays a key role in driving client acquisition, deepening customer relationships, and maximizing lifetime customer value to support the bank’s broader growth objectives.

Key Responsibilities

Primary Responsibilities
Acquire personal loan customers within the identified segment.
Meet and exceed monthly targets for new customer acquisition by analyzing customer transaction banking needs.
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 guidelines and external regulatory requirements.




Ensure quality sourcing in line with the bank’s credit and operational policies.

Secondary Responsibilities
Supervise catchment mapping and monitor customer feedback to identify recent business opportunities.
Collaborate with internal teams to ensure seamless customer onboarding and service delivery.
Support initiatives focused on automation and digital enablement to enhance customer experience.

What We Are Looking For

Education
Graduate: Any discipline but full time is mandatory

Experience
Minimum of 2 year of relevant experience in sales, banking, or financial services.

Skills and Attributes
Strong customer orientation with excellent communication and interpersonal skills.
Ability to identify customer needs and offer suitable banking solutions.
Proven track record in achieving sales targets and driving customer acquisition.
Familiarity with banking products and regulatory compliance.
Leadership qualities to mentor and coach team members.
Adaptability to digital tools and automation for enhanced service delivery.

📌 Sales Manager Personal Loan Partner Business Mumbai (India)
🏢 IDFC FIRST Bank
📍 India