About the Role
Job description
Jd:
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...
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