Banking Officer

5 days ago

Gurugram India SkillLabs Full time

Job Description - Customer Acquisition (CASA Sales) - Acquire new Savings and Current Accounts through field visits, cold calls, and referrals. - Identify and target potential retail and MSME customers. - Conduct market mapping and generate leads from assigned areas. - Portfolio Management - Manage the existing CASA portfolio to increase balances and reduce attrition. - Cross-sell banking products such as: - Debit cards - Internet/mobile banking - Fixed deposits - Insurance, mutual funds, and other retail products. - Customer Relationship & Service - Maintain strong relationships with clients for retention and repeat business. - Provide quick resolution of customer queries related to CASA. - Ensure smooth account opening with proper documentation (KYC norms). - Compliance & Documentation - Ensure all KYC/AML guidelines are followed during account opening. - Maintain documentation accuracy and adherence to bank policies. - Conduct periodic portfolio reviews and risk checks. - Branch Support Activities - Support the branch in achieving CASA targets, both in numbers and value. - Participate in promotional activities such as stall setups, campaigns, and local events. - Provide support to walk-in customers for transactions and banking services.

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