Industry : Banking
Sub Department : Others - General
Department : Others - General
: Hsr Layout
: Bengaluru
: India
: 4.5 - 5.5 p.a (INR Lacs)
: 1 - 4 Year
Age: 21-30
Responsibilities:
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§ 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/benefits. § Communicate clearly to customers on the requirements for
various types of products, services, documents to be provided to the bank. § Also clearly explain the customer 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 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. |
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Experience & Qualification:
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§ Graduate with 1 to 4 years of experience in liabilities customer
acquisition, preferably in HNI/Affluent customer acquisition. § Good communication, sales and negotiation skills § Must have good knowledge of the local and surrounding markets in
the area. |