Banking Officer

SkillLabs; Jaipur; On-site; INR 300,000 - 420,000; Full time

Job summary

SkillLabs in Jaipur is seeking a Banking Officer (CASA Sales) to drive acquisition of Current and Savings Accounts. The role involves field visits, cold calls, and lead generation to meet targets, along with cross-selling debit cards, insurance, and digital banking services.

You will build strong relationships with new and existing customers, ensure smooth onboarding and activation, and provide excellent service while resolving queries related to CASA accounts.

Responsibilities

• CASA Acquisition & Sales
• Identify and acquire new customers for Current Account (CA) and Savings Account (SA) products.
• Conduct field visits, cold calls, and lead generation activities to achieve daily/monthly acquisition targets.
• Cross-sell banking products such as debit cards, insurance, digital banking, and overdraft facilities.
• Customer Relationship Management
• Build and maintain strong relationships with new and existing customers.
• Ensure high-quality customer onboarding and activation.
• Provide excellent customer service and resolve customer queries related to CASA accounts.
• Portfolio Management
• Ensure activation of newly opened accounts and monitor customer transactions.
• Improve customer engagement through regular follow-ups and service calls.
• Work to increase balances and reduce dormant/inactive accounts.
• Compliance & Documentation
• Ensure KYC/AML guidelines are followed during customer onboarding.
• Verify documents and complete account-opening formalities accurately.
• Adhere to bank policies, audit norms, and regulatory requirements.

Job description

Roles And Responsibilities – Banking Officer (CASA Sales)

• CASA Acquisition & Sales
• Identify and acquire new customers for Current Account (CA) and Savings Account (SA) products.
• Conduct field visits, cold calls, and lead generation activities to achieve daily/monthly acquisition targets.
• Cross-sell banking products such as debit cards, insurance, digital banking, and overdraft facilities.
• Customer Relationship Management
• Build and maintain strong relationships with new and existing customers.
• Ensure high-quality customer onboarding and activation.
• Provide excellent customer service and resolve customer queries related to CASA accounts.
• Portfolio Management
• Ensure activation of newly opened accounts and monitor customer transactions.
• Improve customer engagement through regular follow-ups and service calls.
• Work to increase balances and reduce dormant/inactive accounts.
• Compliance & Documentation
• Ensure KYC/AML guidelines are followed during customer onboarding.
• Verify documents and complete account-opening formalities accurately.
• Adhere to bank policies, audit norms, and regulatory requirements.