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3 days ago
- To acquire HNI/Affluent New to bank liabilities relationships (Savings Accounts/ Current Accounts/Deposits) and build Stable balances through customer onboarding
- 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
- Communicate clearly to customers on the requirement for various types of products, services, documents to be provided to the bank
- Also clearly explain the customers 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 state of their account opening process
- Build reference network from newly signed up customers for potential leads
- Regularly update daily sales report and discuss on the plans, actions, items, progress with the supervisor
Experience/Qualification:
- Should have 1 to 4 years of experience in liabilities customer acquisition, preferably in HNI/Affluent Customers acquisition
- Good communication is sales and negotiation skills
Job Type: Full-time
Pay: ₹800, ₹1,200,000.00 per year
Work Location: In person
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