Banking Officer - CA

2 - 7 years

1 - 6 Lacs

dehradun uttarakhand (uttaranchal) india

Posted:20 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are looking for a dynamic Banking Officer Current Accounts to manage and grow the CA portfolio by acquiring new customers and deepening existing relationships. The role involves cross-selling banking products and delivering superior service to ensure customer satisfaction and retention.

Key Responsibilities:

  • Acquire new current account customers through direct and channel sales
  • Manage and grow existing CA relationships to increase wallet share
  • Cross-sell CASA, cash management, trade, and treasury products
  • Ensure high levels of customer service and timely issue resolution
  • Track and achieve monthly business targets

Key Skills:

  • Good understanding of current account products and customer segments
  • Sales and relationship management experience
  • Strong communication and interpersonal skills
  • Knowledge of cash management, trade finance (preferred)
  • Proficiency in MS Office and banking CRM systems

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