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Team Leader-CREDIT CARD-Support (D0)

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Grade-E0

Role – Team Leader Credit cards

Job Purpose

To lead, motivate, and manage a team of Credit Card Sales Executives to achieve assigned business targets while ensuring compliance with bank policies, quality standards, and customer service guidelines.

Key Responsibilities

Sales & Business Development

  • Drive credit card acquisition through direct sales channels.
  • Achieve monthly, quarterly, and annual sales targets for the team.
  • Monitor daily sales productivity and conversion ratios.
  • Develop strategies to increase market penetration and customer acquisition.
  • Identify new business opportunities and alliances within assigned territories.

Team Management

  • Recruit, train, coach, and mentor sales executives.
  • Conduct daily sales reviews and performance discussions.
  • Set clear KPIs and monitor team performance against targets.
  • Motivate team members through regular engagement and recognition initiatives.
  • Manage attendance, field activity, and productivity of the team.

Customer Acquisition & Relationship Management

  • Ensure a superior customer onboarding experience.
  • Handle escalations and resolve customer concerns effectively.
  • Monitor quality of applications submitted by the sales team.

Compliance & Risk Management

  • Ensure adherence to KYC, regulatory requirements, and internal policies.
  • Maintain high-quality standards and minimize rejected applications.
  • Conduct regular checks to prevent fraud and mis-selling.

Reporting & MIS

  • Prepare daily, weekly, and monthly sales reports.
  • Track key metrics including sourced applications, approvals, disbursements, and productivity.
  • Provide insights and action plans to improve team performance

Skills

See also

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