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IndBank Global Support Services Limited in Kolkata seeks a sales-focused professional to boost uptake of core bank products, including checking and savings accounts and term deposits. Responsibilities include field engagement and CRM logging across travel locations.
You will identify potential customers for life and general insurance, credit cards, and related services, while strengthening relationships with existing clients and ensuring adherence to selling guidelines.
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.