Banking Officer

SkillLabs; Gwalior District; On-site; INR 300,000 - 540,000; Full time

Job summary

SkillLabs is seeking a banking sales professional in India to acquire new customers for savings and current accounts and other banking products. The role involves field visits to generate leads, cross-selling loans, insurance, credit cards, and FDs, and achieving monthly targets.

You'll maintain strong customer relationships, ensure KYC/AML compliance, and coordinate with branch operations for seamless account openings and servicing.

Responsibilities

• Acquire new customers for Savings Accounts, Current Accounts, and other banking products.
• Cross-sell products such as loans, insurance, credit cards, and fixed deposits.
• Build and maintain strong customer relationships to ensure high satisfaction and retention.
• Achieve monthly sales and business targets set by the bank.
• Conduct field visits, generate leads, and convert prospects into customers.
• Ensure compliance with KYC, AML, and internal banking policies.
• Coordinate with branch operations for smooth account opening and customer servicing.
• Resolve customer queries and provide prompt banking solutions.

Job description

Key Responsibilities

• Acquire new customers for Savings Accounts, Current Accounts, and other banking products.
• Cross-sell products such as loans, insurance, credit cards, and fixed deposits.
• Build and maintain strong customer relationships to ensure high satisfaction and retention.
• Achieve monthly sales and business targets set by the bank.
• Conduct field visits, generate leads, and convert prospects into customers.
• Ensure compliance with KYC, AML, and internal banking policies.
• Coordinate with branch operations for smooth account opening and customer servicing.
• Resolve customer queries and provide prompt banking solutions.