Equitas Small Finance Bank / Business Development Officer / Nagpur

Job Description:

Job Title: Business Development Officer – CASA
Department: Liabilities – Retail Banking
Location: [Specify Branch / Region]
Reports To: Branch Manager / Sales Manager

Job Purpose:

To drive customer acquisition for Current Account and Savings Account (CASA) and cross-sell bank products while maintaining high service standards and ensuring customer satisfaction.

Key Responsibilities:

• Acquire new customers for CASA through field visits, cold calling, referrals, and leads provided by the bank.

• Generate leads and build a pipeline for sustainable business growth in the catchment area.

• Conduct activities (camps, promotions, door-to-door visits) to promote the bank’s products.

• Cross-sell other retail products such as Fixed Deposits, Recurring Deposits, Insurance, and Loans.

• Maintain regular follow-up with customers and provide after-sales service.

• Ensure adherence to KYC, AML, and other regulatory guidelines while onboarding customers.

• Work closely with the branch team to ensure a seamless customer experience.

• Achieve monthly and quarterly sales targets set by the bank.

Key Skills Required:

• Strong communication and interpersonal skills

• Good understanding of banking products, especially CASA

• Local market knowledge and networking skills

• Ability to work under pressure and achieve sales targets

• Basic computer proficiency

Qualifications & Experience:

• Graduate in any discipline (preferably commerce or finance)

• 0–2 years of experience in sales, preferably in banking, NBFC, or financial services

• Freshers with good communication skills and interest in field sales may also apply

Employment Type: Full-time

Compensation: As per industry standards + performance-based incentives