Job Description

1. Customer Acquisition (CASA Sales)
Acquire new Savings and Current Accounts through field visits, cold calls, and referrals.
Identify and target potential retail and MSME customers.
Conduct market mapping and generate leads from assigned areas. 2. Portfolio Management
Manage the existing CASA portfolio to increase balances and reduce attrition.
Cross-sell banking products such as:
Debit cards
Internet/mobile banking
Fixed deposits
Insurance, mutual funds, and other retail products. 3. Customer Relationship & Service
Maintain strong relationships with clients for retention and repeat business.
Provide quick resolution of customer queries related to CASA.
Ensure smooth account opening with proper documentation (KYC norms). 4. Compliance & Documentation
Ensure all KYC/AML guidelines are followed during account opening.
Maintain documentation accuracy and adherence to bank policies.
Conduct periodic portfolio reviews and risk checks. 5. Branch Support Activities
Support the branch in achieving CASA targets, both in numbers and value.
Participate in promotional activities such as stall setups, campaigns, and local events.
Provide support to walk-in customers for transactions and banking services.

Skills Required