Bank Officer Casa/Current Account

Department Icon BFSI (Operations & Lending)
Posted: 1 month ago
0-1 years
Jind, Haryana
BFSI (Operations & Lending)
work from office
Full Time
Closes 11 Dec 2026

Posted: 1 month ago
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Job Description

About The Role

The Bank Officer – CASA is responsible for acquiring new customers for Current Account and Savings Account products, maintaining relationships with clients, and achieving business targets through customer engagement and field sourcing activities.

Key Responsibilities

  • Acquire new Current Account (CA) and Savings Account (SA) customers.
  • Generate leads through field visits, references, market activities, and cold calling.
  • Cross-sell banking products such as:
    • Debit/Credit Cards
    • Insurance
    • Fixed Deposits
    • POS/QR solutions
    • Digital banking services
  • Maintain strong relationships with existing customers.
  • Ensure completion of KYC and account opening documentation.
  • Meet monthly sales and revenue targets.
  • Coordinate with branch operations for smooth onboarding.
  • Handle customer queries and provide banking solutions.
  • Conduct local market mapping and business sourcing activities.

Eligibility Criteria

  • Graduation in any discipline.
  • Good communication and interpersonal skills.
  • Sales and banking knowledge preferred.
  • Basic computer knowledge required.

Skills

Banking ProductsSalesAccount OpeningBranch OperationsFixed DepositsPosCa

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About Company

Our motto at Skillab.in is straightforward: accuracy in talent matching. We believe that the ideal candidate must effortlessly mesh with a company's core values, culture, and vision, just as essential machinery pieces must fit together with absolute accuracy for optimal performance. We refer to this as a "hygiene fit" since it combines technical skill and cultural resonance. Why Consider Skillab.in for your company? Hygiene Fit Guarantee: Our meticulous screening ensures every candidate aligns with your Company ethos and technological ambition. Efficiency and Quality: Our tech-driven approach prioritizes quality over quantity, ensuring your Company meets only the most fitting candidates. Proposed Action – Let's make this tangible! anytime soon, how about having a virtual meeting? We can't wait to show you how Skillab.in might enhance your company talent search process. Additionally, putting a face to a name is always a plus!

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