Banking Officer

Department Icon BFSI (Operations & Lending)
Posted: 2 days ago
0-1 years
Jalandhar, Punjab
BFSI (Operations & Lending)
work from office
Full Time
Closes 11 Dec 2026

Posted: 2 days ago
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Job Description

  • Acquire new Current and Savings Account (CASA) customers.
  • Generate leads through field visits, referrals, and branch walk-ins.
  • Meet monthly CASA acquisition and deposit targets.
  • Build and maintain strong customer relationships.
  • Cross-sell products such as Fixed Deposits (FD), insurance, mutual funds, credit cards, and loans.
  • Handle KYC verification, account opening documentation, and regulatory compliance.
  • Ensure smooth customer onboarding and activation of accounts.
  • Resolve customer queries and provide after-sales service.
  • Coordinate with branch operations for account processing.
  • Maintain accurate customer records and prepare daily/weekly sales reports.
  • Conduct customer meetings and business development activities in the branch catchment area.
  • Retain existing customers and increase account balances through regular follow-ups.

Skills

SalesAccount OpeningAcquisitionBranch OperationsFixed Deposits

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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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