Bank Officer Casa/Current Account

SkillLabs; Phagwara; Vor Ort; INR 250.000 - 420.000; Vollzeit

Zusammenfassung

SkillLabs is hiring a Bank Officer in CASA to drive Current and Savings Account acquisitions through field sales and corporate sourcing. You will develop relationships with new and existing customers, explain banking products, and ensure timely KYC compliance.

The role focuses on meeting monthly targets, cross-selling insurance, mutual funds, and other liability products, while coordinating with internal teams for smooth account opening and service delivery, and maintaining accurate customer

Qualifikationen

• Graduate in any discipline.
• Experience in Banking / Sales / CASA / BFSI preferred.
• Good communication and relationship management skills.
• Ability to work in field sales and target-driven environment.

Aufgaben

• Acquire new customers for CASA products (Current Account & Savings Account).
• Generate leads through field visits, references, and corporate sourcing.
• Achieve monthly CASA acquisition and revenue targets.
• Cross-sell banking products such as Insurance, FD, Mutual Funds, and other liability products.
• Build and maintain relationships with customers for long-term business growth.
• Conduct customer meetings and explain banking products/services.
• Ensure KYC compliance and documentation completion.
• Coordinate with internal teams for account opening and service delivery.
• Maintain customer database and daily activity reports.
• Handle customer queries and provide timely resolution.

Kenntnisse

Sales & Negotiation

Communication

Relationship Management

Lead Generation

Ausbildung

Graduate degree

Jobbeschreibung

Job Description – Bank Officer (CASA / Current Account)

Position: Bank Officer – CASA (Current Account & Savings Account)

Department: Retail Banking / Liability Sales

Location: As per requirement

Key Responsibilities

• Acquire new customers for CASA products (Current Account & Savings Account).
• Generate leads through field visits, references, and corporate sourcing.
• Achieve monthly CASA acquisition and revenue targets.
• Cross-sell banking products such as Insurance, FD, Mutual Funds, and other liability products.
• Build and maintain relationships with customers for long-term business growth.
• Conduct customer meetings and explain banking products/services.
• Ensure KYC compliance and documentation completion.
• Coordinate with internal teams for account opening and service delivery.
• Maintain customer database and daily activity reports.
• Handle customer queries and provide timely resolution.

Eligibility

• Graduate in any discipline.
• Experience in Banking / Sales / CASA / BFSI preferred.
• Good communication and relationship management skills.
• Ability to work in field sales and target-driven environment.

Preferred Skills

• Sales & Negotiation Skills
• Customer Relationship Management
• Lead Generation & Sourcing
• Communication & Presentation Skills
• Knowledge of Banking Products and KYC norms

CTC

As per company norms + Incentives + Benefits.