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Idfc First Bank Limited

Anywhere in India

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I.I.T.Main Gate

Mumbai

Andheri

Candidate should be able to generate leads directly from the open market
Candidate should have good relationship management with the stakeholders in IDFC Bank Branches



Lead Generation Executive

Juinagar

easy process easy selection 
ForHSC i have airoli Location 
and Graduate i have juinagar Location 
Day 1 salary no pressure 
good communication skills required 
20 to 21 salary cycle 



Lead Generation Associate

Rashtrapati Bhavan

Rajendra Place

The Personal Loan DST Executive is responsible for sourcing, explaining, and closing personal loan cases by directly engaging with customers. The role focuses on achieving login and disbursement targets while maintaining strong customer relationships.


Personal Loan DST

Aai Tuljabhavani Chk

Easy Process Easy Selection
day 1 salary
lead genration executive
idfc process 



Appointment Booking Process

Sector 29 Chandigarh

Nanakpur Panchkula

Personal Loan Sales Executive – DST

⸻

Role Overview:

The Personal Loan DST Sales Executive is responsible for sourcing, pitching, and closing personal loan cases by directly interacting with customers. The role focuses on achieving monthly disbursement targets through strong field sales and relationship management.

⸻

Key Responsibilities:

1. Lead Generation & Sourcing
	•	Identify and generate new leads through field visits, referrals, and open market sourcing
	•	Build a strong pipeline of potential customers
	•	Approach salaried and self-employed individuals for personal loan requirements

⸻

2. Sales & Conversion
	•	Explain personal loan products, features, interest rates, and eligibility criteria
	•	Convert leads into logins and ensure maximum approvals
	•	Follow up regularly with customers for document collection and case closure

⸻

3. Login & Disbursement Management
	•	Maintain daily login targets
	•	Ensure proper documentation and submission of loan applications
	•	Coordinate with credit and operations team for faster approvals
	•	Drive disbursement closures within TAT

⸻

4. Customer Relationship Management
	•	Maintain strong relationships with customers for repeat business and referrals
	•	Provide excellent service and handle customer queries effectively

⸻

5. Target Achievement
	•	Achieve monthly login and disbursement targets (volume & value)
	•	Focus on productivity metrics like conversion ratio and approval rate

⸻

6. Compliance & Quality
	•	Ensure all processes are followed as per company and regulatory guidelines
	•	Avoid fraudulent or incomplete cases
	•	Maintain data accuracy and proper documentation

⸻

Key Skills Required:
	•	Strong communication and convincing skills
	•	Sales and negotiation ability
	•	Knowledge of personal loan products
	•	Target-oriented and self-motivated
	•	Ability to work in field sales environment

⸻

Eligibility Criteria:
	•	Graduate (preferred)
	•	0–2years of experience in sales (BFSI preferred)
	•	Freshers with good communication skills can also apply

⸻

Performance Metrics (KPIs):
	•	Daily/Monthly Logins
	•	Disbursement Amount (₹)
	•	Conversion Ratio
	•	Approval Rate
	•	Revenue/Commission Generated

⸻

Reporting To:
	•	Team Leader / Sales Manager

⸻

Compensation:
	•	Fixed Salary + Incentives (based on disbursement performance)


Personal Loan Executive

Raipur Rani Panchkula

Personal Loan Sales Executive – DST

⸻

Role Overview:

The Personal Loan DST Sales Executive is responsible for sourcing, pitching, and closing personal loan cases by directly interacting with customers. The role focuses on achieving monthly disbursement targets through strong field sales and relationship management.

⸻

Key Responsibilities:

1. Lead Generation & Sourcing
	•	Identify and generate new leads through field visits, referrals, and open market sourcing
	•	Build a strong pipeline of potential customers
	•	Approach salaried and self-employed individuals for personal loan requirements

⸻

2. Sales & Conversion
	•	Explain personal loan products, features, interest rates, and eligibility criteria
	•	Convert leads into logins and ensure maximum approvals
	•	Follow up regularly with customers for document collection and case closure

⸻

3. Login & Disbursement Management
	•	Maintain daily login targets
	•	Ensure proper documentation and submission of loan applications
	•	Coordinate with credit and operations team for faster approvals
	•	Drive disbursement closures within TAT

⸻

4. Customer Relationship Management
	•	Maintain strong relationships with customers for repeat business and referrals
	•	Provide excellent service and handle customer queries effectively

⸻

5. Target Achievement
	•	Achieve monthly login and disbursement targets (volume & value)
	•	Focus on productivity metrics like conversion ratio and approval rate

⸻

6. Compliance & Quality
	•	Ensure all processes are followed as per company and regulatory guidelines
	•	Avoid fraudulent or incomplete cases
	•	Maintain data accuracy and proper documentation

⸻

Key Skills Required:
	•	Strong communication and convincing skills
	•	Sales and negotiation ability
	•	Knowledge of personal loan products
	•	Target-oriented and self-motivated
	•	Ability to work in field sales environment

⸻

Eligibility Criteria:
	•	Graduate (preferred)
	•	0–3 years of experience in sales (BFSI preferred)
	•	Freshers with good communication skills can also apply

⸻

Performance Metrics (KPIs):
	•	Daily/Monthly Logins
	•	Disbursement Amount (₹)
	•	Conversion Ratio
	•	Approval Rate
	•	Revenue/Commission Generated

⸻

Reporting To:
	•	Team Leader / Sales Manager

⸻

Compensation:
	•	Fixed Salary + Incentives (based on disbursement performance)


Direct Sales Team Personal Loan

Ghansoli

IDFC CROSS SALE ( SOFT CALLING ) 

- SHIFT TIMING:- 9:30 TO 6:30 ( FIXED )
- SUNDAY FIXED OFF
- SALARY FROM DAY 1
- PICK AND DROP ( FROM COMPANY TO  .       STATION) 
- NO TARGET, NO PRESSURE 




Cross Sale

Airoli

“Banking soft sales involves promoting financial products like credit cards, loans, or accounts by understanding customer needs and suggesting suitable solutions, while maintaining a positive relationship and ensuring customer satisfaction.”


Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Job Description – Personal Loan officer 
Role: Personal Loan Executive
Product: Personal Loan

Channel: Branch Sourcing & Open Market
Key Responsibilities:

Generate leads for Personal Loan through branch channel and open market sourcing
Build and maintain strong relationships with customers, branches, and corporate salary  team channels 
Handle end-to-end loan process – from lead generation to disbursement
Conduct customer meetings, explain product features, and ensure proper documentation
Coordinate with credit and operations team for smooth processing
Achieve monthly disbursement and revenue targets
Ensure compliance with bank policies and processes
Skills Required:
Good communication and sales skills
Knowledge of Personal Loan products and market
Ability to work on targets and deadlines
Relationship management skills
Experience:
0–3 years in sales / BFSI (preferred in Personal Loan)
Location:
As per branch allocation


Sales Officer

Subramanya Nagar

Bengaluru

Koramangala Kalyana Mantapa

Sales Executive

Dairy Research Institute

A personal loan tele sales executive job involves making outbound calls to potential customers explaining personal loan products understanding their financial needs overcoming objections and closing sales to meet targets.


Field Sales Executive

Juhu Tara

Job Title: Sales Officer – Consumer Durable Loans
Perform the following under the guidance/direction of Supervisor/Manager:
• Identify potential customers within partner retail stores for consumer durable loan products
• Engage with walk-in customers and explain EMI / loan offerings as per eligibility
• Collect required customer documents and validate them in line with organization norms
• Log loan applications in the system as per defined SOPs and follow through till disbursement
• Achieve targeted conversion and sanction ratios as per organizational requirements
• Coordinate with store staff to generate leads and ensure smooth customer handling
• Cross-sell relevant financial products to maximize customer value under supervisor guidance
• Ensure timely follow-up with customers for documentation, approvals, and disbursement
• Maintain accurate records and adhere to all operational and process guidelines
• Support onboarding of new retail partners/vendors and maintain strong working relationships
• Ensure compliance with internal policies, audit requirements, and regulatory (RBI) guidelines


Porur

Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

We are looking for a motivated and dynamic candidate to join our team.
Position: Sales Executive/ Senior Sales Executive 
Location: Ahmedabad
Experience: 1–5 years (Banking / Financial Services preferred)
Key Responsibilities:
Manage open market business
Handle branch banking
Build and maintain strong customer relationships
Achieve sales targets and drive business growth

Requirements:
Good communication skills
Sales-oriented mindset
Experience in banking or financial services is an advantage

💼 Competitive salary (15K to 18K) + incentives + growth opportunities
2 Wheeler and Personal Loan experience must


Darshali

Karjan

Roles and responsibilities- Calling customers and KYC process. 


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Blog

Idfc First Bank Limited Jobs - 17 Verified Vacancies

Lead Generation Executive

Lead Generation Associate

Personal Loan DST

Appointment Booking Process

Personal Loan Executive

Direct Sales Team Personal Loan

Cross Sale

Lead Generation Executive

Sales Officer

Sales Executive

Field Sales Executive

Sales Officer

Personal Loan Executive

Field Sales Executive

Personal Loan Executive

Sales Officer

Sales Executive