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Homeโ€บCompaniesโ€บIDFCโ€บSales Manager-Cross Sell (SME Loans)
I

Sales Manager-Cross Sell (SME Loans)

๐Ÿ“LOCATIONKolkata
๐Ÿ“ˆEXPERIENCE0 to 4 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED11 Aug 2026

01Overview

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 new 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 skillsAbility to understand and analyze customer banking needsExcellent communication and interpersonal skillsHigh level of integrity and compliance orientationSelf-motivated with a results-driven approachAdaptability to work across diverse geographies and customer segments .

02What you'll need

Experience
0 to 4 Yrs
Employment Type
Full time
Programming languages
salescustomer engagementbankingfinancial servicescommunicationcompliancerelationshipbuildinginterpersonalcustomer needs analysis

03About IDFC

BFSIIndustry
Full timeEmployment Type
KolkataLocation
Not Disclosed ยท salary hidden by employer
0 to 4 Yrs ยท Kolkata
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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