Role & responsibilities:

- Acquire new Savings Account customers through field sourcing, referrals, corporate visits, and local market activities.
- Generate quality leads and convert prospects into active Savings Account customers.
- Build and maintain relationships with individual customers, corporates, and channel partners.
- Drive liability business by increasing account activation and customer engagement.
- Cross-sell banking products such as Current Accounts, Fixed Deposits, Recurring Deposits, Debit Cards, Credit Cards, Insurance, and Investment products.
- Conduct customer meetings, branch campaigns, and promotional activities to achieve business objectives.
- Ensure complete KYC documentation and compliance with RBI and bank policies.




- Deliver superior customer service and resolve customer queries promptly.
- Monitor portfolio quality and ensure activation of newly acquired accounts.
- Achieve monthly acquisition, activation, and revenue targets.

Preferred candidate profile:

- Graduate in any discipline.
- 0 2 years of experience in Retail Banking, CASA Sales, Liability Sales, or Financial Services.
- Freshers with strong sales aptitude may also be considered (subject to business requirements).
- Robust communication, relationship management, and sales skills.
- Ability to work in a target-driven environment.
- Local market knowledge will be an added advantage.

📌 Banking Officer (Surat)
🏢 SKILLVENTORY
📍 Surat