FOS - Karnal - Patiala

Zoho; Delhi; On-site; INR 350,000 - 520,000; Full time

Job summary

Zoho in Patiala, India, invites applications for a Full-time liability sales role aimed at boosting sales of core banking products such as checking and savings accounts and term deposits. The position requires 1–3 years of experience, strong communication and negotiation skills, and the ability to work independently.

Travel for field marketing and strict adherence to guidelines are expected. You will record all customer interactions in the CRM and engage new customers for life and general

Qualifications

• Graduate or Diploma in any stream.
• 1–3 years of liability sales experience preferred.
• Strong communication and negotiation skills.
• Ability to work independently and manage time effectively.

Responsibilities

• Drive sales for core banking products like checking and savings accounts, and term deposits.
• Identify and engage potential customers for life and general insurance policies, cards, and more.
• Deepen existing client relationships by promoting additional bank services.
• Travel to various locales for field marketing activities and attract new clientele.
• Record all customer interactions in the CRM to track sales activities.
• Adhere to the bank's selling rules and marketing guidelines.

Skills

Communication

Negotiation

Education

Graduate / Diploma

Tools

CRM system

Job description

• Date Opened 21/09/2026
• Job Type Full time
• Work Experience 1-3 years
• City Patiala
• Country India
• Postal Code 147001

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.