Banking Officer

SkillLabs

0 years

3 - 5 Lacs

gurgaon haryana india

Posted:1 day ago| Platform:

Apply

Skills Required

mapping portfolio mobile retention documentation compliance risk checks support transactions

Work Mode

On-site

Job Type

Full Time

Job Description

Customer Acquisition (CASA Sales)
Acquire new Savings and Current Accounts through field visits, cold calls, and referrals.
Identify and target potential retail and MSME customers.
Conduct market mapping and generate leads from assigned areas.
Portfolio Management
Manage the existing CASA portfolio to increase balances and reduce attrition.
Cross-sell banking products such as:

Debit cards
Internet/mobile banking
Fixed deposits
Insurance, mutual funds, and other retail products.

Customer Relationship & Service
Maintain strong relationships with clients for retention and repeat business.
Provide quick resolution of customer queries related to CASA.
Ensure smooth account opening with proper documentation (KYC norms).
Compliance & Documentation
Ensure all KYC/AML guidelines are followed during account opening.
Maintain documentation accuracy and adherence to bank policies.
Conduct periodic portfolio reviews and risk checks.
Branch Support Activities
Support the branch in achieving CASA targets, both in numbers and value.
Participate in promotional activities such as stall setups, campaigns, and local events.
Provide support to walk-in customers for transactions and banking services.

More Jobs at SkillLabs

Branch Manager

Panipat, Yamunanagar

8 - 13 yrs

INR 7 - 14 Lacs

Branch Manager

Panipat, Yamunanagar

8 - 13 yrs

INR 7 - 13 Lacs

Collection Manager

Jhabua, Malda, Mandsaur

3 - 8 yrs

INR 5 - 6 Lacs

Relationship Manager - RBB

Mumbai

5 - 10 yrs

INR 7 - 11 Lacs

Casa Sales Officer

Mumbai, Thane

1 - 6 yrs

INR 4 - 5 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.