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Zoho in Kolkata seeks a dynamic sales associate to drive liability sales, engage customers for life and general insurance, and deepen relationships by promoting additional bank services.
You will conduct field marketing across locales, record interactions in the CRM, and strictly follow selling rules to ensure ethical compliance. Freshers or 1–3 years in liability sales are welcome; strong communication and time management are essential.
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.