AVP, Personal Loan Sales
Role Overview
Leads an assigned personal-loan sales team to achieve targets and identify cross-selling opportunities.
Focuses on quality business acquisition, customer relationships, portfolio revenue, and compliance with credit, fraud, operational, and service standards.
Key Skills for This Role
Full Job Posting
Role overview
Leads an assigned personal-loan sales team to achieve targets and identify cross-selling opportunities.
Focuses on quality business acquisition, customer relationships, portfolio revenue, and compliance with credit, fraud, operational, and service standards.
Key responsibilities
- Lead the team to achieve or exceed monthly sales targets and business objectives; plan and monitor daily activity and performance through CRM and digital platforms.
- Develop business opportunities with Employee Banking, branches, and internal stakeholders.
- Ensure sourced applications meet credit, fraud, compliance, and documentation requirements.
- Review customer feedback, NPS scores, and service concerns to strengthen relationships.
- Track performance, application errors, deferrals, attrition risks, and portfolio progress through weekly and monthly MIS reports.
- Coach team members, address training needs, recognize high performers, and support performance improvement.
- Promote cross-selling, market visibility, product awareness, and growth through meetings, promotional activities, and roadshows.
Requirements and qualifications
- University degree or equivalent qualification.
- 3–5 years of experience selling banking products or working in financial services.
- Strong leadership, team management, sales, negotiation, and relationship-management skills.
- Knowledge of retail banking products, credit requirements, and market competition.
- Strong computer, organizational, reporting, and performance-tracking skills; ability to work in a competitive, multicultural environment.
- Commitment to policies, procedures, service standards, and the bank’s Code of Conduct.
Preferred qualifications and tools
- A sales diploma or professional sales certification is beneficial.
- Similar sales leadership experience and experience with Employee Banking, branch networks, or cross-functional banking teams are beneficial.
- CRM, Microsoft Tasks, and other digital sales-management platform knowledge is beneficial.
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