Sales Manager_Personal Loan_0412_0552_1006843

• **Sales \& P\&L Driving:** Deliver monthly, quarterly, and annual personal loan sales targets, revenue goals, and product profitability.
• **Channel \& DSA Management:** Build, expand, and activate Direct Selling Agent (DSA) networks and external sourcing channels.
• **Team Leadership:** Recruit, train, mentor, and supervise sales executives and managers, tracking KPIs and driving field productivity.
• **Risk \& Compliance:** Partner with credit and risk teams to maintain high portfolio quality, ensure audit compliance, and reduce first\-time\-right (FTR) rejections.
• **Digital \& Cross\-Sell Adoption:** Drive digital loan application journeys and cross\-sell value\-added services (VAS). \[ 1 , 2 ]

PB – Inbound JD

• *Key Responsibilities:**

• Process cash deposits, withdrawals, check cashing, and fund transfers.
• Handle demand drafts (DD), mail transfers (MC), and vault/teller box custody.
• Balance cash drawers and reconcile daily tallies with zero error.
• Identify counterfeit currency and adhere to strict security/KYC guidelines.
• Spot basic customer needs and refer clients to branch representatives

AM / PAM CASA JD

• **CASA Acquisition:** Source New\-To\-Bank (NTB) Current and Savings Accounts adhering to quality, segment, and balance\-criteria mix. \[ 1 , 2 ]
• **Catchment Mapping:** Work with branch managers to map local catchments, run corporate/residential campaigns, and generate customer referrals. \[ 1 , 2 ]
• **Digital Onboarding:** Guide and activate customers on mobile banking, net banking, and digital payment platforms. \[ 1 ]
• **Cross\-Selling:** Drive revenue throu

Elite / Platinum RM JD

• **Client Retention \& Trust:** Act as the primary point of contact to handle day\-to\-day inquiries, build rapport, and ensure high levels of customer satisfaction.
• **Business Development \& Sales:** Identify new business opportunities, pitch products or services, and execute upselling or cross\-selling strategies.
• **Issue Resolution:** Investigate customer complaints, coordinate with internal teams (such as sales, marketing, or support), and resolve problems quickly.
• **Portfolio \& Data Tracking:** Monitor client account health, analyze trends, and maintain accurate records using **CRM software** (such as Salesforce, Zoho, or HubSpot).
• **Market \& Product Knowledge:** Stay updated on company offerings, industry trends, and competitor strategies

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