Executive - Liabilities-Pune

Posted 12 Days Ago
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Mumbai, Maharashtra, IND
In-Office
Junior
Professional Services • Financial Services
The Role
Drive liabilities sales (checking, savings, term deposits), engage new customers for insurance and cards, deepen client relationships, perform field marketing with travel, record all interactions in CRM, and follow bank selling and marketing guidelines.
Summary Generated by Built In
Boosting Sales: Spearheading efforts to increase the bank's sales, focusing on core products like checking and savings accounts, along with term deposits.
New Customer Engagement: Proactively identifying and engaging potential customers interested in life and general insurance policies, credit cards, and more, to broaden our customer base.
Client Engagement: Deepening existing client relationships by encouraging the exploration of additional bank services, particularly for those with inactive accounts.
Field Marketing Activities: Conducting specific marketing activities that necessitate travel to various locales, employing a variety of strategies to attract new clientele.
Recording in System: Diligently recording all interactions with customers in the CRM system to ensure comprehensive tracking of all sales activities and communications.
Guideline Adherence: Strictly observing the bank's selling rules and marketing guidelines to ensure ethical practices and regulatory compliance are maintained.

Qualifications

Graduate / Diploma in any stream.
Young energetic freshers or experience in liability sales(1-3 years).
Good communication and negotiation skills.
Ability to work independently and manage time effectively.


Skills Required

  • Graduate or Diploma in any stream
  • Freshers or 1-3 years experience in liability sales
  • Good communication and negotiation skills
  • Ability to work independently and manage time effectively
Am I A Good Fit?
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The Company
210 Employees
Year Founded: 2024

What We Do

IndBank Global Support Services Limited (IGSSL) is a wholly owned subsidiary of Indian Bank that provides support and outsourcing services for banking operations. Incorporated in 2024, it covers retail assets, retail liabilities, agricultural assets, and MSME segments, initially focusing on home, mortgage, and vehicle loans. Its activities include product sourcing, collections, and planned call-center, back-end processing, and administrative support for Indian Bank.

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