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Territory Manager-Cross Sell

3 months ago


kolkata, India IDFC FIRST Bank Full time

Role/ Job Title: Terrotory Manager-Cross Sell (Home Loans)

Function/ Department :  Cross Sell (Home Loans)

Roles & Responsibilities:

Acquisition of home loan customers in the identified segment
• Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customer
• Provide regular feedback to RM on opportunities and customer needs
• Ensure adherence to selling norms and SOPs defined by the organization
• Ensure strict compliance with internal guidelines and external regulations
• Ensure quality sourcing in line with the Bank's policy.

Secondary Responsibilities:

'Recommend improvements to processes and policies across the supporting teams and business to drive operational efficiencies & high-quality customer services.

Managerial & Leadership Responsibilities:

'• Mentor and coach senior team members to percolate ethos of customer centricity, innovation, compliance and integrity
• Create environment for team to focus on automation and digital enablement to fulfil customer needs holistically
• Attract & retain best-in class talent to meet Bank's rapid growth targets.

Key Success Metrics:

'Disbursals, Growth metrics, File to disbursal conversion

Education Qualification: 

Graduation: Any Graduation

Post-graduation: Any Post-graduation

Experience: 2 to 5 years of experience in Cross Sell (Home Loans)