Banking Officer

SkillLabs; Kolkata District; Presencial; INR 300.000 - 420.000; Jornada completa

Descripción de la vacante

SkillLabs Resource Services Pvt. Ltd. is seeking a Banking Officer (CASA Sales) to drive acquisition of Current and Savings Accounts in Kolkata.

The role involves field visits, cold calling, and lead generation to meet daily and monthly targets, with cross-selling of debit cards, insurance, and digital banking products. You will manage customer onboarding and activation, build relationships, and ensure compliant documentation and processes.

Responsabilidades

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

Conocimientos

Customer acquisition

Relationship management

Cross-selling

KYC/AML compliance

Descripción del empleo

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.