Job Description – 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 recent 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.
Valuable communication and relationship management skills.
Ability to work in field sales and target-driven environment.

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 + Perks.

📌 Bank Officer Casa/current Account Phagwara
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📍 Phagwara