Location:
Malad, Andheri, Goregaon, Andheri (W), Vile Parle, Borivali, Kandivali, Kalbadevi, Chandivali, Chembur, Ghatkopar, Mulund West, Vashi, Belapur, Kharghar, Kalyan, New Panvel, Mira Bhayander,
Company:
A LEADING SMALL FINANCE BANK
CTC Offered:
Opening:
2026-08-09
Closing Date:
30 Sep 2026
Total Exp:
2-3 YEARS
The Business Development Officer (BDO) role is a frontline sales and customer acquisition position, focused on expanding the bank’s retail liabilities base (savings, current accounts, deposits) while ensuring compliance and customer satisfaction. It is an entry-to-mid level role with strong growth potential in branch banking.
📋 Key Responsibilities
Customer Acquisition:
Identify catchment areas and generate leads through field activities, referrals, stalls, door-to-door visits, and local outreach.
Acquire new customers for savings accounts, current accounts, deposits, loans, and digital banking services.
Client Engagement & Onboarding:
Schedule meetings with prospects, explain product features/charges, and assist with account opening.
Ensure complete and accurate KYC documentation as per RBI guidelines.
Maintain communication with customers during onboarding and provide post-onboarding support.
Relationship Management:
Build and maintain strong customer relationships.
Conduct regular follow-ups to understand evolving needs.
Identify cross-selling opportunities for loans, investments, and other products.
Compliance & Reporting:
Verify documents with originals, maintain confidentiality, and adhere to RBI norms.
Submit daily/weekly sales reports and discuss progress with supervisors.
The Premium Acquisition Manager role focuses on acquiring and managing high-net-worth (HNI) clients, driving premium product sales, and ensuring superior customer service while meeting acquisition targets. It blends sales, relationship management, and compliance responsibilities, making it a strategic role in the bank’s premium customer segment.
📋 Key Responsibilities
Client Acquisition:
Identify and acquire premium/HNI customers through direct sourcing, referrals, and networking.
Leverage social/professional networks, corporate connects, and events for lead generation.
Product Sales & Advisory:
Sell premium banking products: high-end savings accounts, wealth management services & insurance.
Cross-sell and up-sell financial products tailored to client needs.