Bank Officer Casa/Current Account

SkillLabs; Ambala; In loco; INR 250.000 - 400.000; Tempo pieno

Descrizione del lavoro

SkillLabs is seeking a Bank Officer – CASA to drive the acquisition of current and savings accounts through field sales, customer onboarding, and relationship building. You will collaborate with branch teams and cross-sell related banking products to meet targets.

Fresh graduates or experienced candidates with good communication skills are invited to apply. The role involves field visits, documentation/KYC compliance, and delivering excellent customer service while achieving sales goals.

Competenze

• Graduate in any discipline.
• Freshers and experienced candidates can apply.
• Good communication and interpersonal skills.
• Sales and customer handling experience preferred.
• Willingness to work in field sales/business development activities.

Mansioni

• Acquire new CASA customers through field activities, references, and lead generation.
• Promote and sell Savings Account and Current Account products.
• Build and maintain relationships with customers for long-term business.
• Cross-sell banking products such as Insurance, FD, Loans, and Digital Banking products.
• Conduct market visits and identify new business opportunities.
• Ensure achievement of assigned sales targets and productivity metrics.
• Maintain customer records and ensure proper documentation/KYC compliance.
• Provide excellent customer service and resolve customer queries.
• Coordinate with branch teams for smooth account opening and customer onboarding.

Formazione

Graduate

Descrizione del lavoro

Job Title

Bank Officer – CASA (Current Account & Savings Account)

Department

Retail Banking / Liability Sales

Role Overview

The Bank Officer – CASA is responsible for acquiring new customers and promoting Current Account and Savings Account products. The role involves relationship management, business development, and achieving sales targets.

Key Responsibilities

• Acquire new CASA customers through field activities, references, and lead generation.
• Promote and sell Savings Account and Current Account products.
• Build and maintain relationships with customers for long-term business.
• Cross-sell banking products such as Insurance, FD, Loans, and Digital Banking products.
• Conduct market visits and identify new business opportunities.
• Ensure achievement of assigned sales targets and productivity metrics.
• Maintain customer records and ensure proper documentation/KYC compliance.
• Provide excellent customer service and resolve customer queries.
• Coordinate with branch teams for smooth account opening and customer onboarding.

Eligibility Criteria

• Graduate in any discipline.
• Freshers and experienced candidates can apply.
• Good communication and interpersonal skills.
• Sales and customer handling experience preferred.
• Willingness to work in field sales/business development activities.

Preferred Skills

• Communication & Negotiation Skills
• Relationship Management
• Sales Orientation
• Customer Handling
• Target Achievement