Sales Manager - Home Loan and Suvidha LAP

IDFC FIRST Bank


Date: 3 hours ago
City: Raipur, Chhattisgarh
Contract type: Full time
Job Requirements

Role/ Job Title: Sales Manager - Home Loan and Suvidha LAP

Business: Retail Banking

Function/Department: Home Loans

Job Purpose

Sales Manager – Home Loan and Suvidha LAP, Direct is responsible for sourcing Home Loan/Suvidha business from the bank’s existing customer base. This role focuses on relationship management, cross-selling, and customer engagement to drive business growth and profitability. The position requires strong coordination with internal teams and a commitment to delivering high service standards while ensuring compliance with regulatory norms.

Key Responsibilities

Primary Responsibilities

  • Generate Home Loan/Suvidha leads through internal channels including branches, relationship managers, call centres, and loan centres.
  • Engage with existing customers to understand financial needs and offer suitable Home Loan/Suvidha solutions.
  • Conduct customer meetings to assess eligibility, financial standing, and property documentation.
  • Ensure smooth processing of applications, documentation, and disbursement coordination.
  • Deliver timely support and personalized service to enhance customer satisfaction.
  • Achieve monthly, quarterly, and annual sales targets through cross-sell initiatives.
  • Track and report sales performance, pipeline status, and market feedback to senior management.
  • Ensure adherence to internal processes, audit guidelines, and regulatory compliance.
  • Coordinate with credit, operations, legal, and technical teams for efficient loan processing.

Secondary Responsibilities

  • Maintain strong knowledge of Home Loan/Suvidha products, lending norms, and documentation.
  • Identify and convert sales opportunities from existing customer relationships.
  • Promote digital enablement to fulfill customer needs holistically.
  • Demonstrate excellent communication, presentation, and interpersonal skills.
  • Ensure effective cross-functional coordination and relationship management.
  • Utilize banking systems and customer management platforms efficiently.

Education

  • Graduate Degree: Any stream
  • Postgraduate Degree: Any stream (preferred)
  • Professional Certifications: Preferred but not mandatory

Experience

  • 2–7 years of relevant experience in BFSI, preferably in retail lending and customer engagement.
  • Role Level: Manager / Senior Manager

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