Sales Manager-Cross Sell (SME Loans)

Location
Mumbai
Workplace
On-site
Employment
Full-time

About this role

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 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


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