Relationship officer- CASA

SkillLabs

Patiala District

On-site

INR 240,000 - 360,000

Full time

4 days ago
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Job summary

SkillLabs is seeking a sales professional in Patiala to acquire new customers, source CASA accounts, and cross-sell loans, insurance, FDs, and credit cards. You will work to achieve sales targets and build lasting customer relationships while ensuring quality service and compliant documentation.

Freshers and experienced candidates can apply, with a strong focus on communication and customer-centric approach to meet targets in a competitive market.

Qualifications

  • Good communication and interpersonal skills.
  • Strong sales and customer service orientation.
  • Target-driven and customer-focused.
  • Freshers and experienced candidates can apply.

Responsibilities

  • Acquire new customers and generate business.
  • Source CASA accounts.
  • Cross-sell loans, insurance, FDs, and credit cards.
  • Achieve assigned sales targets.
  • Build and maintain customer relationships.
  • Handle customer queries and provide quality service.
  • Ensure accurate documentation and KYC compliance.

Skills

Communication skills
Interpersonal skills
Sales orientation
Customer service
Target-driven
Freshers welcome

Job description

Key Responsibilities
  • Acquire new customers and generate business.
  • Source CASA (Current & Savings Account) accounts.
  • Cross-sell loans, insurance, FDs, and credit cards.
  • Achieve assigned sales targets.
  • Build and maintain customer relationships.
  • Handle customer queries and provide quality service.
  • Ensure accurate documentation and KYC compliance.
Required Skills
  • Good communication and interpersonal skills.
  • Strong sales and customer service orientation.
  • Target-driven and customer-focused.
  • Freshers and experienced candidates can apply.
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