1)Build a database of customer leads through references, opening stalls in areas where there are higher number of footfalls like apartment complexes, shopping areas etc., door to door visits, distribution of pamphlets etc.
2)Schedule meetings with potential liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
3)Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
4)Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship.
5)Maintain continuous communication with customers on the status of their account opening process.
6)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.
7)Build reference network from newly signed up customers for potential leads.
Requirements:
1)Any degree(preferred)
2)Exp in sales/fieldwork(required)
3)Age limit : below 30
4)Cibilscore : above 650(required)