Sales Officer

 Key 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