Business Development Officer- CASA

Job Role- Business Development Officer- CASA

Job Purpose

To acquire New To Bank liability relationships (Current Accounts / Saving Accounts / Deposits) and strengthen
these relationships through highest levels of service quality.

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.

Profile & eligibility:

         Full Time Graduate (10+2+3/10+2+4) in regular college

         1-5 years of CASA/Current Account sales experienced sales profile.

         Age limit of 32

         Two-wheeler and DL mandatory for all role

Location:

languages Known

Contact Person- Victorya

Contact Number- 90038 95314

Email- victoriya@liveconnections.in