Banking Officer
Banking Officer
Skill Lab Services- Posted 19 hours ago
- Be among the first 10 applicants
Job Description
Roles And Responsibilities – Banking Officer (CASA Sales)
- CASA Acquisition & Sales
- Identify and acquire new customers for Current Account (CA) and Savings Account (SA) products.
- 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.
- 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.
- 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.
- 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.
More Info
Key Skills
Compliance Documentation
CASA Acquisition Sales
Customer onboarding
About Company
Skills:
Aml, Customer Relationship Management, Compliance Documentation, Kyc, CASA Acquisition Sales
Skills:
communication, Negotiation, Casa, KYC norms, Interpersonal
Skills:
Anti-money Laundering Policies, Relationship Management, Attention To Detail, Communication Skills, Probing and listening skills, Problem Solving Abilities, Wealth management product suite, Banking Products, Hni Sales, Customer service, KYC requirements
Skills:
Customer Account Management, Transaction Processing, Data Entry, Documentation, Kyc
Skills:
Video KYC, KYC verification