Executive - Liabilities- Mumbai West

Job Summary

Boosting Sales: Spearheading efforts to increase the banks 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 banks selling rules and marketing guidelines to ensure ethical practices and regulatory compliance are maintained.

Responsibilities

• Boosting Sales: Spearheading efforts to increase the banks 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 banks selling rules and marketing guidelines to ensure ethical practices and regulatory compliance are maintained.

Job Type

Full time

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.

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