Executive - Dehradun ISBT

IndBank Global Support Services Limited; Dehradun; On-site; INR 300,000 - 420,000; Full time

Job summary

IndBank Global Support Services Limited in Dehradun is seeking a Sales Executive to lead sales of core banking products, including checking and savings accounts and term deposits, while engaging customers for life and general insurance policies and credit cards.

The role includes field marketing with travel, meticulous CRM recording of all interactions, and strict adherence to banking selling rules and marketing guidelines; freshers with liability sales exposure are welcome.

Qualifications

• Graduate or diploma holders encouraged to apply.
• 1–3 years’ experience in liability sales or freshers welcomed.
• Excellent communication and negotiation skills.
• Ability to work independently and manage time effectively.

Responsibilities

• Drive sales for core banking products (accounts, deposits).
• Identify and engage potential customers for life and general insurance, credit cards, and more.
• Strengthen relationships with existing clients and promote additional services.
• Conduct field marketing activities requiring travel to various locations.
• Record all customer interactions in the CRM system for complete tracking.
• Adhere to the bank's selling rules and marketing guidelines.

Skills

Sales

Communication

Negotiation

Time management

Independent work

Field marketing

Education

Graduate

Diploma

Tools

CRM

Job description

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.