Business Development Executive (BDE)

Job Title: Business Development Executive (BDE) – CASA Sales

Company: Equitas Small Finance Bank

Department: Retail Banking – Liability Sales

Job Overview:

We are looking for motivated sales professionals to acquire new banking customers and build strong customer relationships by promoting Current Accounts, Savings Accounts and Deposit products.

Key Responsibilities:

• Generate leads through field visits, customer references and local market activities.
• Acquire new customers and achieve CASA sales targets.
• Explain banking products, features, charges and documentation requirements.
• Support account opening and KYC documentation processes.
• Maintain customer relationships and generate referrals.
• Promote relevant banking and financial products based on customer needs.
• Maintain daily sales reports and follow up with customers.

Eligibility Criteria:

• Graduate in any discipline.
• Minimum 1 year of experience in CASA sales.
• Knowledge of local and surrounding markets.
• Good communication, negotiation and selling skills.
• Comfortable with field sales, customer visits and extensive local travel.

Preferred Candidate Profile:

Candidates with experience in banking sales, liability sales, customer acquisition and savings/current account opening will be preferred.