Company Description IDFC FIRST Bank is a rapid-growing private bank in India, built on the principles of ethical, digital, and socially responsible banking. It operates as a universal bank, offering a full suite of services across retail, MSME, rural, startup, corporate banking, credit cards, wealth management, deposits, and treasury solutions. The bank leverages a modern, cloud-native, API-led technology stack, supported by data, analytics, and AI, to deliver fintech-grade experiences across all customer touchpoints.

With a strong focus on inclusive banking and ESG, it serves millions of customers, including women entrepreneurs, SMEs, and individuals seeking lifestyle and livelihood improvement loans. The bank offers employees cutting-edge roles, merit-based growth opportunities, and a culture grounded in high ethical standards and corporate governance.

Role Description This is a full-time, on-site Sales Officer role based in Mumbai.

The Sales

Officer will be responsible for acquiring new customers, promoting IDFC FIRST Bank’s products and services, and meeting assigned sales and revenue targets. Daily activities include prospecting and lead generation, managing sales pipelines, conducting customer meetings, and explaining banking solutions clearly and accurately. The role involves coordinating with internal teams and channel partners,



ensuring high-quality customer service and post-sales support, and maintaining accurate records of interactions and transactions.

The Sales

Officer will also monitor market trends, gather customer feedback, and contribute to continuous improvement of sales processes and customer experience.

Qualifications

- Strong Customer Service and Communication skills to engage prospects, build relationships, and deliver clear, ethical banking information.
- Lead Generation and Sales Operations experience to identify opportunities, manage pipelines, and achieve sales targets efficiently.
- Channel Sales skills to work effectively with partners and cross-functional teams to expand reach and drive business growth.
- Knowledge of retail banking products and services; familiarity with digital banking platforms is an advantage.
- Ability to work in a fast-paced, target-driven environment with high standards of integrity and compliance.
- Bachelor’s degree in business, finance, marketing, or a related field preferred; prior experience in banking or financial services sales is beneficial.
- Proficiency in MS Office and CRM tools; comfort with data-driven decision-making and reporting.
- Strong local market understanding in Mumbai and willingness to travel locally for customer meetings as required.

📌 Sales Officer (Mumbai)
🏢 IDFC FIRST Bank
📍 Mumbai