Relationship Officer

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 ori...

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