Job Description

To acquire HNI/Affluent New to bank liabilities relationships (Savings Accounts/ Current Accounts/Deposits) and build Stable balances through customer onboarding Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank To do marketing activities and generate leads for acquiring HNI/Affluent customers Build a database of customer leads through references Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement, thereafter presenting them with the most suitable products and explaining the features Communicate clearly to customers on the requirement for various types of products, services, documents to be provided to the bank Also clearly explain the customers on required balances/deposits to be maintained to avail various products and services 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 state of their account opening process Build reference network from newly signed up customers for potential leads Regularly update daily sales report and discuss on the plans, actions, items, progress with the supervisor

Experience/Qualification:

Should have 1 to 4 years of experience in liabilities customer acquisition, preferably in HNI/Affluent Customers acquisition Good communication is sales and negotiation skills
Job Type: Full-time

Pay: ₹800,000.00 - ₹1,200,000.00 per year

Work Location: In person