Banking Officer - CASA

SkillLabs

0 years

0 Lacs

Dera Bassi Punjab India

Posted:1 month ago| Platform:

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Skills Required

portfolio resolve retention documentation drive service compliance

Work Mode

On-site

Job Type

Full Time

Job Description

Responsibilities

Manage a portfolio of clients.
Cross-sell banking products (loans, insurance, investments).
Provide advisory on savings, investment, and loan options.
Resolve customer queries and complaints.
Ensure customer retention and satisfaction.
Source new savings and current account customers (individuals, professionals, small businesses).
Conduct field visits and cold calls to generate leads.
Explain account features, benefits, and documentation requirements.

Drive business targets (CASA, loans, insurance, etc.).

Supervise branch staff and ensure productivity.
Ensure excellent customer service and retention.
Monitor branch operations and ensure compliance with regulatory norms

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