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IndBank Global Support Services Limited in Patna seeks dynamic sales professionals to boost account openings and deposits. The role focuses on core products such as checking/savings accounts and term deposits, with cross-sell opportunities across banking services.
You will engage new customers for life/general insurance, credit cards, and more, while deepening relationships with existing clients. All interactions are logged in the CRM, and sales guidelines are strictly followed.
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.