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Zoho in Bengaluru is seeking a dynamic Sales Executive for liability products and bank services. You will engage new customers for life and general insurance and cross-sell credit cards and more, while recording all interactions in CRM.
You will travel to various locales for field marketing, adhere to selling rules and marketing guidelines, and manage time to achieve targets with strong communication and negotiation skills.
BoostingSales: Spearheading efforts to increase the bank's sales, focusing on coreproducts like checking and savings accounts, along with term deposits.
New Customer Engagement: Proactively identifying and engaging potentialcustomers interested in life and general insurance policies, credit cards,and more, to broaden our customer base.
Client Engagement: Deepening existing client relationships by encouragingthe exploration of additional bank services, particularly for those withinactive accounts.
Field Marketing Activities: Conducting specific marketing activities thatnecessitate travel to various locales, employing a variety of strategies toattract new clientele.
Recording in System: Diligently recording all interactions with customersin the CRM system to ensure comprehensive tracking of all sales activitiesand communications.
Guideline Adherence: Strictly observing the bank's selling rules andmarketing guidelines to ensure ethical practices and regulatory complianceare maintained.