Banking Officer

Roles And Responsibilities – Banking Officer (CASA Sales)

• CASA Acquisition & Sales
• Identify and acquire new customers for Current Account (CA) and Savings Account (SA) products.
• Conduct field visits, cold calls, and lead generation activities to achieve daily/monthly acquisition targets.
• Cross-sell banking products such as debit cards, insurance, digital banking, and overdraft facilities.
• Customer Relationship Management
• Build and maintain strong relationships with new and existing customers.
• Ensure high-quality customer onboarding and activation.
• Provide excellent customer service and resolve customer queries related to CASA accounts.
• Portfolio Management
• Ensure activation of newly opened accounts and monitor customer transactions.
• Improve customer engagement through regular follow-ups and service calls.
• Work to increase balances and reduce dormant/inactive accounts.
• Compliance & Documentation
• Ensure KYC/AML guidelines are followed during customer onboarding.
• Verify documents and complete account-opening formalities accurately.
• Adhere to bank policies, audit norms, and regulatory requirements.