Business Development Officer

3 days ago


Bengaluru, Karnataka, India Freelancer Anupama J Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Division: Branch Banking

Department: Liability Sales

Business Unit: Retail Banking

Travel required: Yes

Reporting To - Business Development Manager

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 supervisor.

Indicative Tasks Competencies

Business Perspective

Responsible for CASA NTB numbers

Responsible for CASA value

Responsible for GI/LI/HI premium numbers

Responsible for TD numbers

Responsible for SIP/RD numbers

Competencies

Market Intelligence

Planning

Result Orientation

Process Perspective

Ensure NIL deviations in Audit/KYC/AML/compliance norms

Track and ensure quality files sourced

Participate in audit, monitor the scores and close action points and concerns

Liaising with CPCL and branch operations for timely account opening, service enhancements and sales initiatives.

Competencies:

  • Analytical Skills
  • Execution Excellence

  • Collaboration

Customer Perspective

Build, manage and promote relationship with existing/old customers to generate new business and to solicit referrals

Ensure continuous generation of business through efficient relationship management

Conduct period meeting with key clients to manage and grow business.

Effectively handle customer complaints, if any.

Competencies:

Building Relationship

Selling Skills.

Learning & Growth Perspective

Work with BDM to set targets considering market conditions, potential and past performance

Ensure to complete all assigned training modules in CLAP on time

Identify self training needs for sales, functional or procedural & ensure to complete assigned L&D Trainings

Competencies :

  • Collaboration

Desired Experience & Qualification:

  • Graduate with 1plus years of experience in CASA sales background.
  • Must have good knowledge of the local and surrounding markets in the area
  • Good communication and negotiation skills.


  • Bengaluru, Karnataka, India Equitas Small Finance Bank Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionEquitas Small Finance Bank is an active member of the communities where we live and work, dedicated to enabling individuals, families, businesses, and communities to achieve their financial aspirations with seamless banking services. As good neighbors, we are committed to giving back and supporting our communities. Our goal is to transform...


  • Bengaluru, Karnataka, India Learnflu (E-learning provider) Online learning service private limited Full time US$ 60,000 - US$ 1,20,000 per year

    Company DescriptionLearnflu Online Learning Service Private Limited provides a comprehensive 3-month internship and training program for both tech enthusiasts and non-technical professionals. The program includes interactive live sessions, mentorship from industry experts, and real-time projects, ensuring participants gain valuable real-world experience....


  • Bengaluru, Karnataka, India Meritude Skills Development Full time ₹ 2,16,000 - ₹ 2,88,000 per year

    Job Description Profile to be hired for Field Sales Executive (Full time) Designation (internal nomenclature) BDE(Business Development Executive) Base Location Preferred Location Start Date Immediate Role and Responsibilities:  Closing on the given appointment.  Creating a pipeline of potential clients and close deals  Making client presentation and...


  • Bengaluru, Karnataka, India FH International Consulting Co. Inc. Full time ₹ 4,68,000 - ₹ 6,36,000 per year

    We are seeking a proactive and result-oriented Business Development Officer to drive our business growth in India. The ideal candidate will be responsible for building strong local partnerships, promoting brand awareness, and securing offline advertising opportunities to strengthen our presence in the market. This role also includes developing and...


  • Bengaluru, Karnataka, India Equitas Small Finance Bank Full time

    Job DescriptionWe are seeking a highly motivated and experienced Business Development Officer to join our team. The ideal candidate will have professional experience in the BFSI industry and a proven track record of achieving sales targets. This role is responsible for developing effective business strategies, building strong client relationships, and...


  • Bengaluru, Karnataka, India ZoomInData Full time US$ 80,000 - US$ 1,20,000 per year

    Job Title:Business Development Executive (BDE)Experience Required:2 – 3+ YearsLocation:Bengaluru, KarnatakaEmployment Type:Full-TimeAbout ZoomInDataZoomInData is a technology-driven company specializing in Artificial Intelligence (AI), Machine Learning (ML), Cloud Solutions, and Data Analytics. We help businesses transform data into powerful insights and...


  • Bengaluru, Karnataka, India beBeeStrategist Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Business Growth StrategistA business growth strategist will be responsible for developing and implementing real estate strategies that align with client business goals. The ideal candidate will have a strong understanding of the commercial leasing market and be able to execute office space lease transactions with precision and professionalism.Key...


  • Bengaluru, Karnataka, India Mahalakshmi Profiles Full time US$ 60,000 - US$ 1,20,000 per year

    Key Responsibilities:Develop and implement effective sales strategies to attract new customers.Build and maintain strong relationships with dealers, distributors, and clients.Conduct field marketing activities to promote company products and increase brand visibility.Achieve assigned sales targets and actively contribute to overall business growth.Gather...


  • Bengaluru, Karnataka, India myGwork - LGBTQ+ Business Community Full time

    Job DescriptionThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job SummaryThe purpose of the role is to,- Meet the business objectives initiated by the respective country Business Clients business- Customer...


  • Bengaluru, Karnataka, India beBeeFinance Full time ₹ 8,00,000 - ₹ 12,00,000

    Business Development Officer - Used Car FinanceWe are seeking a highly motivated and experienced Business Development Officer to join our team.Key Responsibilities:Develop strong relationships with existing customers to increase business growth.Identify new business opportunities through effective sales strategies.Collaborate with internal teams for seamless...