Banking Officer

0 years

3 - 5 Lacs

Posted:5 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

CASA Acquisition

  • Identify and acquire new customers for Current Accounts and Savings Accounts.
  • Conduct field visits, cold calls, and lead generation activities.
  • Explain product features, benefits, charges, and documentation requirements to customers.
  • Customer Onboarding
  • Ensure end-to-end account opening process: documentation, KYC checks, form filling, and activation.
  • Verify customer details as per bank compliance and regulatory guidelines.
  • Customer Relationship Management
  • Maintain strong relationships with existing CASA customers.
  • Cross-sell banking products (FD, RD, insurance, loans, credit cards, digital banking).
  • Resolve customer queries related to account transactions, digital channels, and service requests.

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Higher Education

Mohali Punjab

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