Job Title: Business Development Manager (BDM)
Department: Retail Banking
Location: Coimbatore
Experience: 1 to 5 Years (BFSI Sector)
Employment Type: Full Time
Reports to: Branch Manager / Area Sales Manager
Job Summary
As a CASA BDM at Equitas Small Finance Bank, you will be responsible for acquiring new customers and driving the growth of the Bank’s Current Account and Savings Account (CASA) portfolio. This role involves field sales, lead generation, relationship management, and ensuring customer satisfaction in line with the bank’s standards.
Key Responsibilities
- Customer Acquisition:
- Acquire new CASA customers through field sales, referrals, and self-sourcing.
- Target individuals, professionals, MSMEs, and small business owners.
- Lead Generation & Conversion:
- Generate leads through cold calling, road shows, canopy activities, and database calling.
- Follow up and convert leads to successful account openings.
- Cross-Selling:
- Promote other retail banking products such as FD, RD, insurance, debit cards, and digital banking services.
- Customer Onboarding & Service:
- Ensure quality onboarding with accurate KYC documentation.
- Provide post-sales support and maintain relationships for retention.
- Compliance & Process Adherence:
- Follow bank guidelines and RBI norms related to documentation, AML, and KYC.
- Maintain MIS reports on daily activity and conversions.
- Sales Target Achievement:
- Meet and exceed monthly, quarterly, and annual CASA targets set by the bank.
Key Skills & Competencies
- Strong understanding of CASA and retail banking products
- Excellent communication and interpersonal skills
- Field sales experience and result-oriented approach
- Self-motivated with a strong customer-centric attitude
- Knowledge of local geography and customer base
- Basic proficiency in MS Office and CRM tools
Qualifications
- Graduate in any discipline
- 1 to 5 years of relevant BFSI experience, preferably in CASA sales or retail banking
- Experience in field sales and customer acquisition is a strong advantage
Salary & Benefits
- Competitive CTC based on experience (typically ₹2.5–7 LPA)
- Incentives based on performance
- Provident Fund, ESIC, Health Insurance, and other statutory benefits
- Career growth opportunities in retail banking and branch leadership roles
About Equitas Small Finance Bank
Equitas SFB is one of India’s leading small finance banks offering inclusive banking services to underserved and unbanked customers.
How to apply for BDM Job at Equitas Bank, Tamil Nadu ?
Eligible candidates can apply for the BDM position at Equitas Bank, Tamil Nadu by uploading their resume on Hirely website. Once we receive your resume on our website, we will contact you with more private bank jobs in various locations you prefer that are suitable for your potential and qualifications.
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for official details : www.equitasbank.com
for more info : hirely.in/jobs
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