Job Description

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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.

• 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.