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Zoho in Mumbai is seeking a proactive sales professional to drive liability products—checking and savings accounts, term deposits—and to cross-sell insurance, credit cards, and related services. You will engage new customers and deepen existing relationships.
The role requires 1–3 years of experience or freshers with energy, a graduate or diploma, strong communication and negotiation skills, and the ability to work independently.
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.
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.