Job Title: Bank Officer – CASA (Current Account & Savings Account) Department: Retail Banking / Liability Sales
Job Description
(JD) Role Overview: The Bank Officer – CASA is responsible for acquiring new customers and promoting Current Account and Savings Account products. The role involves relationship management, business development, and achieving sales targets.
Key Responsibilities
• Acquire current CASA customers through field activities, references, and lead generation.
• Promote and sell Savings Account and Current Account products.
• Build and maintain relationships with customers for long-term business.
• Cross-sell banking products such as Insurance, FD, Loans, and Digital Banking products.
• Conduct market visits and identify new business opportunities.
• Ensure achievement of assigned sales targets and productivity metrics.
• Maintain customer records and ensure proper documentation/KYC compliance.
• Provide excellent customer service and resolve customer queries.
• Coordinate with branch teams for smooth account opening and customer onboarding. Eligibility Criteria
• Graduate in any discipline.
• Freshers and experienced candidates can apply.
• Good communication and interpersonal skills.
• Sales and customer handling experience preferred.
• Willingness to work in field sales/business development activities. Preferred Skills
• Communication & Negotiation Skills
• Relationship Management
• Sales Orientation
• Customer Handling
• Target Achievement
📌 Bank Officer Casa/Current Account (Ambala)
🏢 SkillLabs
📍 Ambala
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