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Banking Officer

Fresher   Delhi   03 Dec, 2025
SKILLLABS RESOURCE SERVICES PRIVATE LIMITED
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    . 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.
    2. 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.
    3. 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.
    4. 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.
    5. Market Research & Business Development
    • Identify new market segments, corporates, traders, and professionals for CASA sourcing.
    • Participate in marketing campaigns, promotional activities, and tie-ups to increase CASA business.

Keyskills :
current accountcasa sales

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