Banking Officer

. CASA Acquisition & Sales

• Current Account (CA)

• 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.

2. 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.

3. 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.

4. 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.

5. Market Research & Business Development

• Identify new market segments, corporates, traders, and professionals for CASA sourcing.

• Participate in marketing campaigns, promotional activities, and tie-ups to increase CASA business.