Sample Letter to Convince a Client to Open a Bank Account

Sample Letter to Convince a Client to Open a Bank Account

[Here briefly describe on sample convincing letter to client to open a bank account. These are sample business letter to convince the client or businessman to open a bank account at your branch. You can modify this format as your requirement.]

Date…

Assistant manager,

Bank/Institute name…

Branch Name…

Dear Edward,

I hope this letter finds you hale and healthy. In our last meeting, you told me that you have recently retired and you plan to invest your pension money in some bank. I offer you an excellent opportunity to open your account in this bank. It is not just that I am an employee of this bank but on a personal level, it is my recommendation because we offer the highest rate of interest on investments by retired individuals as our policy to facilitate them in spending their life burden free. We also offer complimentary online banking, debit card and chequebooks free of cost along with reduced interest rates on any loans which you might take in the future. We care for our every customer at a personal level. I am looking forward to meeting you in person to discuss further detail in this regard.

Sincerely,

Employee name….(Your name)

Job Designation…

Bank name and Address…

Contact no, and Signature…

 

Another Format,

Date…

Branch manager,

Bank/Institute name…

Branch Name…

Respected sir,

I would like to tell you that I am (Name) from (Bank and Branch name). We have introduced a new policy in which it is stated that when a person opens a bank account on our bank he will be given the following benefits.

  1. Free checkbook
  2. Free ATM card
  3. And 6-8% profit on the first deposit.

We highly respect the customers’ concern and try to provide them the best interest rates and other facilities. We have also introduced our online banking system which can be operated through an app.

We would like to welcome you to our bank. For more details please visit the nearest branch. Thanks.

From,

Employee name….(Your name)

Job Designation…

Bank name and Address…

Contact no, and Signature…