The Role
Drive sales of checking and savings accounts, term deposits, insurance, and credit cards. Acquire new customers, deepen relationships with existing and inactive-account clients, conduct field marketing activities, document customer interactions in the CRM, and follow bank selling and compliance guidelines. The role requires travel, independent time management, communication, negotiation, and customer engagement skills.
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 of experience in liability sales
- Good communication and negotiation skills
- Ability to work independently and manage time effectively
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The Company
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.
