FOS - Dehradun - Liabilities

Zoho; Delhi; On-site; INR 320,000 - 520,000; Full time

Job summary

Zoho in India is seeking a full-time sales professional to spearhead customer acquisition for core banking products such as checking and savings accounts and term deposits. You will engage new customers, manage relationships, and ensure accurate CRM updates across diverse markets.

The role includes field activities, adherence to selling guidelines, and collaboration with internal teams to achieve targets. Prior liability sales experience is preferred and independence is essential.

Qualifications

• Graduate or diploma in any stream.
• 1-3 years experience in liability sales.
• Good communication and negotiation skills.
• Ability to work independently and manage time effectively.

Responsibilities

• Drive sales in core products like checking and savings accounts, plus term deposits.
• Identify and engage potential customers for life and general insurance and more.
• Deepen client relationships by promoting additional bank services.
• Conduct field marketing activities requiring travel to different locales.
• Record all customer interactions in the CRM system.
• Adhere to bank selling rules and marketing guidelines.

Skills

Communication skills

Negotiation

Education

Graduate / Diploma in any stream

Job description

• Date Opened 18/09/2026
• Job Type Full time
• Work Experience 1-3 years
• Country India
• Postal Code 248110

Job Description

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.