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- Bank Officer (CASA / Current Account)

Position: Bank Officer –

- CASA (Current Account &
- Savings Account)

Department: Retail Banking / Liability Sales

Location: As per requirement

Key Responsibilities

- Acquire new customers for CASA products (Current Account &
- Savings Account).
- Generate leads through field visits, references, and corporate sourcing.
- Achieve monthly CASA acquisition and revenue targets.
- Cross-sell banking products such as Insurance, FD, Mutual Funds, and other liability products.
- Build and maintain relationships with customers for long-term business growth.
- Conduct customer meetings and explain banking products/services.
- Ensure KYC compliance and documentation completion.
- Coordinate with internal teams for account opening and service delivery.




- Maintain customer database and daily activity reports.
- Handle customer queries and provide timely resolution.

Eligibility

- Graduate in any discipline.
- Experience in Banking / Sales / CASA / BFSI preferred.
- Good communication and relationship management skills.
- Ability to work in field sales and target-driven workplace.

Preferred Skills

- Sales &
- Negotiation Skills
- Customer Relationship Management
- Lead Generation &
- Sourcing
- Communication &
- Presentation Skills
- Knowledge of Banking Products and KYC norms

CTC: As per company norms + Incentives + Benefits.

📌 Bank Officer Casa/Current Account (Phagwara)
🏢 SkillLabs
📍 Phagwara