Officer - Business Development/CASA Sales - Bank (0-2 yrs)
- Business Development Officer for one of the reputed Bank for Bangalore.
Experience : Freshers to 2 years
Location : Bangalore
Interview : Walk-in Drive-
- Candidate must have his own 2 Wheeler.
Roles and Responsibilities :
1. Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.
2. Build a database of customer leads through references, opening stalls in areas where there are huge numbers of footfalls -like apartment complexes, shopping areas, etc., door-to-door visits, distribution pamphlets, etc.
3. Schedule meetings with potential liabilities customers and understand their requirements; after that present them with the most suitable products and explain the features/benefits.
4. Communicate clearly to customers the requirements for various types of products & and services for example, charges for maintaining a locker, minimum balance to be maintained, etc, and on the documents required to be submitted to the bank with Equitas.
5. Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
6. Complete all account opening-related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
7. Maintain continuous communication with customers on the status of their account opening process.
8. Frequently communicate with newly signed customers and assist them with additional products and services based on their requirements - for example, relevant loan products, investment products, etc.
9. Build a reference network from newly signed up customers for potential leads.
- Regularly update Daily Sales Reports and discuss the plans, action items, and progress with the supervisor.
Purpose of the Role :
- To acquire New To Bank liability relationships (Current Accounts/Saving Accounts/Deposits) and strengthen these relationships through the highest levels of service quality.
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