Officer Sales
Date: 15 Sep 2023
Location: Tamil Nadu, IN
Company: Equitas Small Finance Bank
- 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.
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Retail Sales, Bank, Banking, Database, Retail, Finance, Technology, Sales