IDFC FIRST Bank

Product Sales Manager-Retail CMS

IDFC FIRST Bank · Mumbai, Maharashtra, India

Banking · 10,001+ employees

May 13
Mid (2-5 yrs) Full-time India
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About the role

The Product Sales Manager will support the frontline retail sales team by guiding them on digital products and driving solution activation. They are responsible for identifying potential clients, managing high-value liability relationships, and developing sales strategies to build CASA balances and generate CMS fee income.

What they look for

Retail Liabilities Digital Products NACH UPI Virtual Accounts API Sales Strategy CASA Balances CMS Fee Income KYC On-boarding RBI Guidelines Client Relationship Management Product Development Marketing Initiatives

Requirements

Candidates must have at least 3 years of relevant experience in product sales and high-value client handling. Strong domain knowledge in KYC, on-boarding, RBI guidelines, and CMS products is mandatory.

Full description

Job Requirements Job Requirements

 Job Title - CA Solutions Manager

Place of work – Mumbai       

Business Unit - Function - Retail Liabilities            

Job Purpose :

"Support to Frontline Retail Sales Team, to guide on Digital Products - viz.. NACH, UPI & Virtual Accounts & assist solution activation.

Build up CASA Balances

Enhance Solution Active customers."                                                                                               

Roles & Responsibilities:            

  • Identify potential clientele for Digital Solutions - NACH, UPI, Virtual Accounts & related API
  • Knowledge share on digital products for frontline to drive Solution attachment
  • Process simplification that makes customer on-boarding & transacting experience easy
  • Work closely with the NSM - Retail Solutions to develop sales strategy
  • Drive Current Account balance build-up with Solution led acquiring. Generate CMS Fee Income.
  • Domain Knowledge mandatory (KYC, On-boarding, RBI guidelines, understanding of CMS products).
  • Structuring tasks - managing tasks, upholding standards & focused on producing output
  • Previous relevant minimum experience of 3 years in Product Sales Manager role & high value client handling.
  • Acquire & manage high value Liability relationship by meeting clients on a daily basis & pitching Retail CMS Solutions.
  • Drive product development & marketing initiatives as part of central product team
  • Entrepreneurial mindset to build the business ground up and subsequently scale it up rapidly by meeting clients on a daily basis."                                   

                               

Managerial & Leadership Responsibilities:

Not Applicable