Relationship Officer - CASA

SkillLabs; Panchkula; On-site; INR 350,000 - 550,000; Full time

Job summary

AU Small Finance Bank is seeking a Relationship Officer – CASA to drive acquisition of CASA customers through open market and branch leads. You will promote Current and Savings Accounts to individuals and businesses, build strong customer relationships, and cross-sell banking products.

This field role involves meetings, local market activities, and achieving monthly CASA targets while ensuring proper KYC documentation and compliance. Strong communication and networking skills are essential.

Qualifications

• Graduate in any discipline.
• Experience in CASA sales, BFSI sales, or direct sales preferred.
• Strong communication and relationship-building skills.
• Comfortable with field sales activities.

Responsibilities

• Acquire new CASA customers through open market and branch leads.
• Promote Current Account and Savings Account products to individuals and business customers.
• Build and maintain strong customer relationships for business growth.
• Cross-sell banking products such as insurance, fixed deposits, and other retail products.
• Achieve monthly CASA and revenue targets.
• Conduct customer meetings, field visits, and local market activities.
• Ensure proper KYC documentation and compliance processes.

Skills

Sales

Relationship-building

Communication

Field sales

Education

Graduate degree

Job description

Job Title: Relationship Officer – CASA

Company: AU Small Finance Bank

Job Responsibilities

• Acquire new CASA customers through open market and branch leads.
• Promote Current Account and Savings Account products to individual and business customers.
• Build and maintain strong customer relationships for business growth.
• Cross-sell banking products such as insurance, fixed deposits, and other retail products.
• Achieve monthly CASA and revenue targets.
• Conduct customer meetings, field visits, and local market activities.
• Ensure proper KYC documentation and compliance processes.

Eligibility

• Graduate in any discipline.
• Experience in CASA sales, BFSI sales, or direct sales preferred.
• Strong communication and relationship-building skills.
• Comfortable with field sales activities.

Preferred Skills

• Sales and customer acquisition
• Relationship management
• Target achievement
• Market networking