01Key Responsibilities
*
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/benefits.
Communicate clearly to customers on the requirements for various types of products, services,
documents to be provided to the bank.
Also clearly explain the customer 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 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
*Desired Experience & Qualification:*
Graduate with 1 to 4 years of experience in liabilities customer acquisition, preferably in HNI/Affluent customer
acquisition.
Valuable communication, sales and negotiation skills
Must have good knowledge of the local and surrounding markets in the area.
Must have good knowledge on products and services offered to HNI/Affluent customers. .
