FOS - Liabilities - Agra

IndBank Global Support Services Limited; Agra District; On-site; INR 250,000 - 450,000; Full time

Job summary

IndBank Global Support Services Limited is seeking a sales-oriented professional to drive liability sales and promote core banking products across Agra region. You will engage new customers for insurance, credit cards, and savings accounts, while also deepening relationships with existing clients by offering additional services.

The role involves field marketing, travel to various locations, and meticulous CRM documentation to ensure comprehensive tracking of activities and adherence to

Qualifications

• Graduate or diploma holder in any stream.
• Freshers or 1–3 years in liability sales.
• Strong communication and negotiation skills.
• Ability to work independently and manage time effectively.

Responsibilities

• Drive sales for core products (checking, savings, term deposits).
• Identify and engage potential customers for insurance, credit cards, and more.
• Encourage existing clients to use additional bank services.
• Conduct field marketing activities across locations to attract new clients.
• Record all customer interactions in the CRM for audit trails.

Skills

Communication

Negotiation

Time management

Independent work

Education

Graduate / Diploma

Job description

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.

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.