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IndBank Global Support Services Limited in Kolkata is seeking a motivated sales executive to boost core banking product sales including savings, checking, and term deposits.
You will identify potential customers for life and general insurance, credit cards, and other services, and engage them to widen the customer base.
Maintain CRM records, comply with selling guidelines, and work with field marketing across locations to attract new clientele.
Boosting Sales: Spearheading efforts to increase the bank's sales, focusing on core products like checking and savings accounts, along with term deposits.
New Customer Engagement: Proactively identifying and engaging potential customers interested in life and general insurance policies, credit cards, and more, to broaden our customer base.
Client Engagement: Deepening existing client relationships by encouraging the exploration of additional bank services, particularly for those with inactive accounts.
Field Marketing Activities: Conducting specific marketing activities that necessitate travel to various locales, employing a variety of strategies to attract new clientele.
Recording in System: Diligently recording all interactions with customers in the CRM system to ensure comprehensive tracking of all sales activities and communications.
Guideline Adherence: Strictly observing the bank's selling rules and marketing guidelines to ensure ethical practices and regulatory compliance are maintained.