Job Requirements

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 recent 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
Primary 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) as defined by the organization.




• Maintain strict compliance with internal policies and external regulatory guidelines.
• Ensure high-quality sourcing aligned with the bank’s standards. Secondary Responsibilities
• 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. What We Are Looking For Education
• Graduation: Full time graduate in any discipline from a recognised institution. Experience
• Minimum of 0-2 years of experience in sales, preferably in banking or financial services. Skills and Attributes
• 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

📌 Sales Manager-Cross Sell (Mumbai)
🏢 IDFC FIRST Bank
📍 Mumbai