Division : Branch Banking Department: Liability Sales Business Unit: Retail Banking Travel required : Yes Reporting To - Business Development Manager Purpose of the role: 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. Indicative Tasks Competencies Business Perspective Responsible for CASA NTB numbers Responsible for CASA value Responsible for GI/LI/HI premium numbers Responsible for TD numbers Responsible for SIP/RD numbers Competencies Market Intelligence Planning Result Orientation Process Perspective Ensure NIL deviations in Audit/KYC/AML/compliance norms Track and ensure quality files sourced Participate in audit, monitor the scores and close action points and concerns Liaising with CPCL and branch operations for timely account opening, service enhancements and sales initiatives. Competencies : - Analytical Skills - Execution Excellence - Collaboration Customer Perspective Build, manage and promote relationship with existing/old customers to generate new business and to solicit referrals Ensure continuous generation of business through efficient relationship management Conduct period meeting with key clients to manage and grow business. Effectively handle customer complaints, if any. Competencies : Building Relationship Selling Skills. Learning & Growth Perspective Work with BDM to set targets considering market conditions, potential and past performance Ensure to complete all assigned training modules in CLAP on time Identify self training needs for sales, functional or procedural & ensure to complete assigned L&D Trainings Competencies : - Collaboration Desired Experience & Qualification: Graduate with 1plus years of experience in CASA sales background. Must have good knowledge of the local and surrounding markets in the area Good communication and negotiation skills.
Develop and implement BD strategies to achieve revenue and growth targets. Identify new markets, customer segments, and partnership opportunities. Analyze market trends and competitor activities to identify business opportunities Required Candidate profile Provide insights to the marketing team for targeted campaigns and content. Work closely with marketing,product,operations teams to align strategies. Support in the development of marketing materials
Purpose and Role Overview The Business Development Manager is responsible for identifying new business opportunities, building and maintaining strong client relationships, and driving revenue growth. This role involves market research, strategic partnerships, and working closely with the sales and marketing teams to achieve business goals. This role demands someone who can effectively communicate our product propositions and USPs with conviction, make outstanding pitches and presentations, and build lasting relationships across diverse sectors. We are looking for a high-energy Business Development Manager who thrives on creating impact, building strong partnerships, and closing deals with confidence. The ideal candidate should be persuasive, charismatic, and relentless in pursuit of growth opportunities. KRAs Business Growth & Strategy o Develop and implement business development strategies to achieve revenue and growth targets. o Identify new markets, customer segments, and partnership opportunities. o Analyze market trends and competitor activities to identify business opportunities. Lead Generation, Networking & Client Acquisition: o Identify, initiate, and develop partnerships with doctors, hospitals, and clinics; corporates, wellness programs, insurers, and pharma companies; gyms, fitness institutions, schools, and food-related brands. o Generate leads and build a pipeline through networking, referrals, and outbound prospecting. o Build and maintain strong relationships with key clients, partners, and stakeholders. o Negotiate contracts and close deals to meet or exceed sales targets. Sales & Revenue Generation o Deliver persuasive pitches and presentations that clearly highlight Balance Nutritions value proposition. o Collaborate with the sales team to convert leads into clients. o Prepare and deliver presentations and proposals to prospective clients. o Monitor and report on sales performance, forecasts, and KPIs. Consultative Selling: o Understand partner needs and position offerings to create win-win solutions. Deal Management: o Drive the deal lifecycle end-to-end from prospecting and pitching to negotiation and closure. Relationship Management: o Nurture long-term partnerships and alliances, ensuring consistent engagement and value delivery. Tracking & Reporting: o Maintain meticulous records of pipelines, deals, and follow-ups through CRM or reporting systems. Market Research & Intelligence: o Stay updated to understand industry trends, competitor activities, customer needs and partnership opportunities. o Provide insights to the marketing team for targeted campaigns and content. Collaboration & Cross-Functional Support o Work closely with marketing, product, and operations teams to align strategies. o Support in the development of marketing materials and sales collaterals CORE COMPETENCIES Skills Strong communication, presentation, and interpersonal skills. Negotiation and persuasion skills. Analytical thinking and problem-solving skills. Proficiency in CRM tools (e.g., Salesforce, HubSpot). Knowledge of sales and negotiation techniques. Competencies Results-driven and target-oriented. Ability to build long-term relationships. Strategic mindset with adaptability to dynamic markets. Opportunities for Impact The person will play a key role in expanding Balance Nutritions ecosystem by creating meaningful collaborations across: Doctors, Hospitals & Clinics building referral and integration frameworks. Corporate Wellness, Insurance & Pharma enabling large-scale health solutions. Gyms, Fitness Institutions, Schools & Food Brands driving partnerships and co-branded initiatives.