Banking Officer

SkillLabs; Jalandhar; On-site; INR 350,000 - 520,000; Full time

Job summary

SkillLabs in India seeks a field sales professional to acquire CASA customers and drive deposit growth. You will generate leads via branch visits, referrals, and walk-ins, while meeting monthly CASA targets and building strong customer relationships.

Responsibilities include cross-selling products such as FDs, insurance, mutual funds, credit cards, and loans; handling KYC and onboarding; ensuring regulatory compliance; coordinating with branch operations for smooth processing; and preparing

Responsibilities

• Acquire CASA customers through field activities and branch visits.
• Generate leads via referrals and branch walk-ins.
• Meet monthly CASA acquisition and deposit targets.
• Build and maintain strong customer relationships.
• Cross-sell products such as FD, insurance, mutual funds, credit cards, and loans.
• Handle KYC verification and onboarding documentation.
• Ensure regulatory compliance and smooth customer onboarding.
• Resolve customer queries and provide after-sales service.
• Coordinate with branch operations for account processing.
• Maintain accurate customer records and prepare sales reports.
• Conduct customer meetings and business development in the branch catchment area.
• Retain existing customers and increase balances through follow-ups.

Skills

Sales

Customer relationship management

KYC compliance

Field visits

Job description

• Acquire new Current and Savings Account (CASA) customers.
• Generate leads through field visits, referrals, and branch walk-ins.
• Meet monthly CASA acquisition and deposit targets.
• Build and maintain strong customer relationships.
• Cross-sell products such as Fixed Deposits (FD), insurance, mutual funds, credit cards, and loans.
• Handle KYC verification, account opening documentation, and regulatory compliance.
• Ensure smooth customer onboarding and activation of accounts.
• Resolve customer queries and provide after-sales service.
• Coordinate with branch operations for account processing.
• Maintain accurate customer records and prepare daily/weekly sales reports.
• Conduct customer meetings and business development activities in the branch catchment area.
• Retain existing customers and increase account balances through regular follow-ups.