Sigma Allied Services Private Limited
Location
Vijayawada | India
Job description
Dear Candidate,
Greetings!!!
Company : Equitas Small Finance Bank
Location :Vijaywada
JOB Role-BDO-CASA Sales
Interview Date: 16 -Sep-2023
Please send updated Resume!!!
JOB Description:
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 supervisorJob tags
Salary
