A B*anking Executive at Equitas Small Finance Bank is primarily a customer relationship, sales, and business-development role*. Recent Equitas job postings emphasize customer acquisition, relationship management, sales targets, cross-selling, and customer service.

Key Responsibilities:

- Acquire new customers and expand the bank's customer base.
- Build and maintain strong relationships with existing customers.
- Understand customer financial requirements and recommend suitable banking products.
- Promote and cross-sell products such as Savings Accounts, Current Accounts, Deposits, Loans, Cards, and other financial services.
- Generate leads through customer references, market visits, campaigns, and other business-development activities.
- Achieve assigned monthly sales and acquisition targets.
- Explain product features, advantages, charges,



and documentation requirements to customers.
- Assist customers with the account-opening/application process and ensure proper KYC documentation.
- Follow up with prospective customers and convert leads into business.
- Resolve customer queries and coordinate with internal teams for service requests.
- Maintain regular customer follow-ups to improve retention and generate additional business.
- Maintain daily activity reports and update customer/sales information.
- Follow the bank's KYC, compliance, and operational guidelines.
- Identify opportunities for upselling and cross-selling to existing customers.

Pay: ₹30,000.00 per month

Work Location: In person

📌 hiring fresher as banking executive (India)
🏢 Prime Plus Consultancy & Solutions
📍 India