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AU Small finance Bank

Fresher   Lucknow   22 Nov, 2025
Job LocationLucknow
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Key Roles and Responsibilities1. CASA Acquisition
    • Identify and acquire new customers for Current and Savings Accounts.
    • Conduct field visits, cold calls, and participate in promotional activities to generate leads.
    • Achieve monthly targets for CASA balances and account openings.
    2. Customer Relationship Management
    • Build and maintain strong relationships with new and existing customers.
    • Cross-sell banking products like term deposits, insurance, loans, and digital banking solutions.
    • Provide personalized banking solutions based on customer needs.
    3. Branch Operations & Compliance
    • Coordinate with operations team for smooth account opening and documentation.
    • Ensure KYC, AML, and regulatory guidelines are strictly followed.
    • Prevent fraud by conducting proper due diligence of customers.
    4. Service Delivery
    • Resolve customer queries and issues promptly.
    • Assist customers in using digital channels such as mobile banking, net banking, and UPI.
    • Ensure excellent service experience to improve customer loyalty.
    5. Business Development & Revenue Generation
    • Cross-sell third-party products (insurance, investments, credit cards, etc.).
    • Work closely with the branch team to achieve overall branch business goals.
    • Increase branch CASA book and profitability.
    6. Market Research & Lead Generation
    • Conduct local market mapping to identify potential customers.
    • Track competitor activities and suggest strategies to improve branch performance.
    • Generate leads through existing customers, references, and corporate tie-ups

Keyskills :
salescasa sales

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