Bdo Casa

7 days ago

Bengaluru, Karnataka, India Araca Solutions Full time

Posting Title:

BDO CASA

CTC: 2.5 LPA to 4 LPA

Experience: 1 +

Location:
Bangalore

Work mode:
On-site

Primary skills:
CASA, CASA Sales, Retail banking, liability product.

Good to have:
Life Insurance, General Insurance

Qualification:
Full-time Graduates

Roles and 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 huge numbers of footfalls like apartment complexes, shopping areas, etc., doortodoor visits, distribution pamphlets, etc.
  • Schedule meetings with potential liabilities customers and understand their requirements; thereafter
presenting them with the most suitable products and explaining the features/benefits.

  • Communicate clearly to customers the requirements for various types of products & and services for example, charges for maintaining a locker, minimum balance to be maintained, etc., and on the documents required to be submitted to the bank with Equitas.
  • Ensure that all customer documents are verified with originals and are handled with care and
confidentiality.

  • Complete all account openingrelated 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 customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products, etc.
  • Build a reference network from newly signed up customers for potential leads.
  • Regularly update Daily Sales Reports and discuss the plans, action items, and progress with the supervisor.

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.

Requirements:

CASA Sales, Insurance, Liability product, Credit card, CA, Equity broken sales and Telecom sales

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