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Zoho in Coimbatore is seeking a dynamic sales professional with 1-3 years of liability sales experience. The role involves boosting bank product sales, engaging new customers for insurance and credit cards, and deepening relations with existing clients.
Travel for field marketing is required, with meticulous CRM activity and strict adherence to selling guidelines. Graduate or diploma holders with strong communication and negotiation skills are encouraged to apply.
Coimbatore, India | Posted on 12/09/2026
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.
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.