Business Development Officer

Job description

Key Responsibilities :
 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.