Bdo Casa

**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., door-to-door 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 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 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