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 solid 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.

📌 Banking Officer (Pahadi)
🏢 SkillLabs
📍 Pahadi