Senior Banking Officer

Skillventory; Odisha; On-site; INR 350,000 - 520,000; Full time

Job summary

Skillventory is seeking a dynamic sales professional to drive CASA acquisitions in Odisha, India. You will acquire new Current Account and Savings Account accounts through cold calling, walk-ins, and local market campaigns, while promoting third-party financial products.

Focus on cross-selling, achieving monthly and quarterly targets, and ensuring seamless onboarding for new customers, with strict adherence to KYC/AML guidelines to maintain compliance.

Qualifications

• Acquire new CASA accounts via cold calling, walk-ins, and local campaigns.
• Promote third-party financial products including life/health insurance and mutual fund SIPs.
• Meet monthly and quarterly sales targets as defined in the scorecard.
• Deepen customer relationships and ensure smooth onboarding for new customers.
• Ensure compliance with KYC and AML guidelines.

Responsibilities

• Acquire new CASA accounts through cold calling, walk-ins, and local campaigns.
• Promote and cross-sell third-party financial products.
• Achieve monthly and quarterly sales targets.
• Manage relationships and onboarding of new customers.
• Adhere to KYC/AML guidelines and protect bank information.

Skills

CASA acquisition

Cold calling

Cross-selling

Relationship management

KYC/AML compliance

Job description

Role & responsibilities :

• CASA Acquisition: Acquire new Current Account, Savings Account, and liability accounts via cold calling, walk-ins, and local market campaigns.


• Cross-Selling: Promote and sell third-party financial products like life insurance, health insurance, and mutual fund SIPs.


• Target Achievement: Meet monthly and quarterly sales numbers and value targets outlined in the performance scorecard.


• Relationship Management: Deepen existing customer relationships and ensure smooth onboarding for new-to-bank customers.


• Compliance: Follow KYC and AML guidelines and secure bank information.