Bank Officer Casa/Current Account
SkillLabs
Position: Bank Officer – CASA (Current Account & Savings Account)
Department: Retail Banking / Liability Sales
Location: As per requirement
Key Responsibilities
- Acquire new customers for CASA products (Current Account & Savings Account).
- Generate leads through field visits, references, and corporate sourcing.
- Achieve monthly CASA acquisition and revenue targets.
- Cross-sell banking products such as Insurance, FD, Mutual Funds, and other liability products.
- Build and maintain relationships with customers for long-term business growth.
- Conduct customer meetings and explain banking products/services.
- Ensure KYC compliance and documentation completion.
- Coordinate with internal teams for account opening and service delivery.
- Maintain customer database and daily activity reports.
- Handle customer queries and provide timely resolution.
- Graduate in any discipline.
- Experience in Banking / Sales / CASA / BFSI preferred.
- Good communication and relationship management skills.
- Ability to work in field sales and target-driven environment.
- Sales & Negotiation Skills
- Customer Relationship Management
- Lead Generation & Sourcing
- Communication & Presentation Skills
- Knowledge of Banking Products and KYC norms