Banking Officer

SkillLabs

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.