Job Title Banking Officer
Category Banking
Location Ratlam, Indore, Jabalpur
Company Skillventory
Description Job description:-Banking Officer CASA focuses on acquiring new business clients, maintaining client relationships, and driving revenue through account management, typically requiring 1-5+ years of BFSI experience. Key responsibilities include opening current accounts, cross-selling products (loans, lockers), ensuring compliance, and achieving sales targets in a field-oriented role.

Key Job Description Responsibilities

Customer Acquisition & Sales: Identify new business opportunities, network for leads, and convert prospects into Current Account customers.

Relationship Management: Manage a portfolio of existing clients, ensuring high service levels, and conducting regular site visits to understand needs.

Product Knowledge & Cross-selling: Clearly explain bank products (locker services, account types, fees, etc.) and cross-sell other financial products, such as loans or investment products.

Documentation & Compliance: Ensure accurate, timely completion of account opening forms, verify original documents, and maintain confidentiality.

Target Achievement: Meet or exceed monthly targets for CASA (Current Account Savings Account) opening and revenue growth.

Reporting: Regularly update daily sales reports and discuss progress with supervisors.

Required Skills and Qualifications

Experience: Generally 1-4 years in the BFSI industry (specifically CASA or Liabilities).
Salary 2.25-4.5 Lacs P.A.
Last Date 2026-02-07 00:00:00
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