Realtek Consulting LLC
Website:
realtekconsulting.net
Job details:
🚨 WE’RE HIRING! | RELATIONSHIP OFFICER – CURRENT ACCOUNTS
Equitas Small Finance Bank is hiring Relationship Officers (CA) for its Retail Banking – Liability Sales team.
If you have experience in Current Account/CASA acquisition, field sales or direct sales, this is an opportunity to grow your career in banking.
📌 Designation: Relationship Officer – Current Accounts
📌 Grade: EB1 – Officer / EB2 – Assistant Manager
📌 Business Unit: Retail Banking
📌 Experience: 1–4 Years
📌 Qualification: Any Graduate
📌 Job Type: Field Sales | Extensive Local Travel
About the Role
The role focuses on acquiring New-to-Bank Current Account, Deposit and HNI customers while building strong customer relationships through quality service and effective engagement.
Key Responsibilities
- Identify potential markets and catchment areas for Current Account and liability customer acquisition.
- Generate leads through references, market visits, stalls, networking, door-to-door activities and other field initiatives.
- Meet prospective customers, understand their requirements and recommend suitable banking products.
- Explain product features, benefits, charges, minimum balance requirements and documentation.
- Ensure accurate account opening and proper verification of customer documents.
- Maintain regular communication with customers throughout the account opening process.
- Engage with newly acquired customers and identify opportunities for additional banking products and services.
- Build a strong referral network to generate new business opportunities.
- Maintain daily sales reports and discuss plans, progress and action items with the reporting manager.
What We're Looking For
- Any Graduate with 1–4 years of experience.
- Experience in Current Account/CASA acquisition is preferred.
- Candidates from Banking, Insurance, Credit Cards, Pharma, Telecom, Consumer Durables or other direct-sales industries can apply.
- Strong field-sales and customer-facing experience.
- Excellent communication and interpersonal skills.
- Presentable with the ability to clearly explain products and services.
- Working knowledge of English and fluency in the relevant regional language.
- Comfortable using MS Office.
- Willingness to undertake extensive local travel.
Key Focus Areas:
Current Account Acquisition | CASA | Liability Sales | Customer Acquisition | Field Sales | Relationship Management | Cross-Selling
📢 Interested candidates? Apply now and take the next step in your banking career with Equitas Small Finance Bank.
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