About the role
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.