Job Description
• Identify and acquire new CASA customers through field sales and referrals
• Cross-sell banking products such as FD, RD, insurance, and digital services
• Conduct market mapping and generate leads in assigned areas
• Build and maintain customer relationships for long-term engagement
• Ensure KYC compliance and accurate documentation
• Meet individual and branch CASA targets
Key Skills:
• Strong communication and interpersonal skills
• Sales-driven with the ability to meet targets
• Good knowledge of CASA products and banking services
• Field sales experience preferred
• Customer-focused with strong negotiation abilities
• Basic understanding of banking regulations and KYC norms
• Cross-sell banking products such as FD, RD, insurance, and digital services
• Conduct market mapping and generate leads in assigned areas
• Build and maintain customer relationships for long-term engagement
• Ensure KYC compliance and accurate documentation
• Meet individual and branch CASA targets
Key Skills:
• Strong communication and interpersonal skills
• Sales-driven with the ability to meet targets
• Good knowledge of CASA products and banking services
• Field sales experience preferred
• Customer-focused with strong negotiation abilities
• Basic understanding of banking regulations and KYC norms
💡 Quick Summary
Seeking a career-building opportunity? The Banking Officer position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
