Premium Acquisition Manager - CASA

Equitas Small Finance Bank; Madurai District, Sivagangai; On-site; INR 600,000 - 900,000; Full time

Job summary

Equitas Small Finance Bank is seeking a sales-oriented professional in Tamil Nadu to identify catchment areas and acquire HNI/Affluent liabilities customers, lead generation, and build a reference network.

You will also conduct meetings, present suitable products, explain requirements, guide account opening, and maintain confidential handling of documents while delivering excellent customer experience.

Qualifications

• Graduate with 1 to 4 years of experience in liabilities customer acquisition, preferably HNI/Affluent.
• Knowledge of local and surrounding markets is beneficial.
• Understanding of products and services for HNI/Affluent customers.

Responsibilities

• Identify catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank.
• Market activities and generate leads for HNI/Affluent acquisition.
• Build a database of customer leads through references.
• Schedule meetings with potential HNI/Affluent liabilities customers and present suitable products.
• Explain product requirements and required balances/deposits for services.
• Ensure documents are verified with originals and handled confidentially.
• Complete account opening processes accurately to enhance customer experience.
• Maintain continuous communication on account status with customers.
• Engage newly signed customers for additional products and services.
• Build reference networks from new customers for potential leads.

Skills

Communication skills

Sales skills

Negotiation skills

Education

Graduate degree

Job description

Role & 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

Preferred candidate profile

• Graduate with 1 to 4 years of experience in liabilities customer acquisition, preferably in HNI/Affluent customer acquisition.
• Good 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.