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Z-3165 | Relationship Officer - Current Account

Industry : Banking

Sub Department : Others - General

Department : Others - General

: Hsr Layout

: Bengaluru

: India

: 0 - 0 p.a (INR Lacs)

: 1 - 4 Year

Job Preference :

Age: 21-30


Locations in Bangalore:
  1. H S R layout
  2. Jayanagar 4th T Block
  3. BASAVESHWAR NAGAR
  4. TC Palya
  5. Rajaji Nagar
  6. Yelahanka
  7. Prashanthnagar
  8. Kasturinagar
  9. RBI layout
  10. K G Road
  11. KORAMANGALA
  12. INDIRA NAGAR
  13. Whitefield
  14. Malleshwaram
  15. Banashankari

    NOTE:

  1. Candidate should hold two-wheeler and valid DL
  2. Candidate will go through 3 rounds (1 with F2F) for BDO CASA & PAM and 4 rounds for PB
  3. Candidate should mandatorily have 700 and above Cibil score for us to validate further and process upon shortlist
  4. CV validation/Feedback/Results will be shared only through eMail and it might get change time to time based on internal hiring process & grid

Job Description :

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.

Qualification :

18

Skills :

Desired Skills & Qualification:

·        Graduation: (Please specify preferences, if any): Any Graduate

·        Number of years of experience (range): 1 – 4 years.

·        Type of companies/sector worked for: Banks/Insurance/Direct Sales like Credit Card, Pharma, Telecom, Consumer Durables like Water Purifiers, Vacuum Cleaners etc.

·        Profile: The applicant should have been in a field sales role (he/she should be meeting customers in person on a daily basis to explain about products / follow up on previous meetings / courtesy calls with existing customers to explore additional client relationship strengthening opportunities). He/she should be presentable and should be able to articulate clearly.


·        Language(s): Working knowledge of English and fluency in regional language of the state applying for. Ability to speak in other regional languages would be an added advantage.

·        Computer/technical skills (if any): Should be conversant in MS Office.


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