Job Description

- - Bank Officer (Branch Banking)- Grade: Executive / Senior Executive- Department: Liabilities Sales- Location: Bank Branches Across Locations- Reporting To: Team Leader / Branch Sales Manager / Branch Manager (Rural)Role PurposeTo drive CASA and liability product acquisition through field sales, relationship building, and effective branch-level customer engagement. This role focuses on sourcing new customers, ensuring smooth onboarding, and contributing to branch growth through sales and service excellence.Qualifications & Experience- Graduate- 1-2 years of field sales experience (Liabilities / Insurance preferred)- Age: Up to 25 years- Preferably a local candidate familiar with the areaKey Responsibilities:Financial Responsibilities- Acquire new CASA and liability accounts through cold calling, market references, and cross-selling- Sell third-party products: Life insurance, health insurance, and mutual fund SIPsNon-Financial Responsibilities- Execute sales and marketing activities to grow the branch's liability business- Achieve monthly and quarterly acquisition and value targets as per scorecard- Develop new customer relationships and strengthen existing onesGenerate leads through:- Local campaigns- Branch walk-ins- Customer referrals- Industry associations- Market activities in nearby areas- Compliance & Risk Management- Ensure timely account opening and smooth onboarding for new customers- Adhere to KYC/AML guidelines, internal compliance policies, and operational standards- Maintain confidentiality of customer and bank information; no third-party sharing in any formBenefits:- Provident Fund- Work Location: In person (ref:updazz.com)

Skills Required