Role- To acquire new to Bank liability relationships (Current Accounts / Deposits & HNI Clients) and strengthen these relationships through highest levels of service quality.

Experience- Minimum 2 - 5 years in CASA Sales or POS Sales, Merchant acquisition from Banks/ NBFC can apply

Grade - Assistant Manager/ Deputy Manager

Responsibilities:

Identify potential catchment areas of potential retail liabilities customers for 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

·      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.