Job Requirements
About the Role
The Sales Manager – Personal Loan is responsible for acquiring new 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 opportunities. 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 new 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
• Robust customer orientation with excellent communication and interpersonal skills.
• Ability to identify customer needs and offer suitable banking solutions.
• Proven track record in ach

📌 Sales Manager-Personal Loan (Mumbai)
🏢 IDFC FIRST Bank
📍 Mumbai