Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.
Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.
Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
Communicate clearly to customers on the requirements for various types of products services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas.
Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
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.
Maintain continuous communication with customers on the status of their account opening process.
Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc.
Build reference network from newly signed up customers for potential leads.
Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.
Equitas Small Finance Bank is a New Age Bank that gives children, youth, families and business people across India a new and fun way to bank. In our time as a micro finance company, we silently went about enabling livelihoods and elevating lives. Today, as a small finance bank, we are also going about changing the very way banking is imagined, delivered and experienced with FUN being the key driver. Come along on this fun ride.
Job description
Identify potential catchment areas of potential retail liabilities customers for Equitas Bank.
Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.
Schedule meetings with potential liabilities customers and unders
tand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
Communicate clearly to customers on the requirements for various types of products services for example, charges for maintaining a locker, minimum balance to be maintained etc., and on the documents required to be submitted to bank with Equitas.
Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
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.
Maintain continuous communication with customers on the status of their account opening process.
Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc.
Build reference network from newly signed up customers for potential leads.
Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor.
Role: Business Development Executive (BDE)
Industry Type: Financial Services
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: BD / Pre Sales
Education
UG: Any Graduate
PG: Any Postgraduate
Key Skills
RetailInvestment productsSalesNetworkingBankingDatabaseCustomer experience
Report this job
About company
Equitas Small Finance Bank is a New Age Bank that gives children, youth, families and business people across India a new and fun way to bank. In our time as a micro finance company, we silently went about enabling livelihoods and elevating lives. Today, as a small finance bank, we are also going about changing the very way banking is imagined, delivered and experienced with FUN being the key driver. Come along on this fun ride.
Read more
