Banking Officer

Ludhiana - India

Monthly Salary: Not Disclosed

Posted on: 3 hours ago

Vacancies: 1 Vacancy

Job Summary

CASA Acquisition & Sales

Acquire new Savings Accounts and Current Accounts through branch walk-ins field sourcing referrals and corporate visits
Meet monthly/quarterly CASA targets (accounts balances activation)
Focus on quality sourcing and sustainable balances
Cross-sell CASA to existing loan and product customers

2. Customer Relationship Management

Handle retail and HNI customers for CASA-related needs
Ensure high standards of customer service and satisfaction
Resolve customer queries related to account opening KYC and transactions
Maintain long-term relationships to improve retention and balances

3. Account Opening & Documentation

Complete KYC AML and account opening formalities as per RBI and bank policies
Ensure accuracy in documents and data entry
Coordinate with operations team for smooth account activation
Adhere strictly to compliance and audit requirements

CASA Acquisition & Sales Acquire new Savings Accounts and Current Accounts through branch walk-ins field sourcing referrals and corporate visits Meet monthly/quarterly CASA targets (accounts balances activation) Focus on quality sourcing and sustainable balances Cross-sell CASA to existing l...