Bank Officer CASA

Position Title

Bank Officer - Current Acc
(CA) / Current Acc Savings
Acc (CASA)

Grade/Level As per structure

Vertical Branch Banking Location Liability Bank Branches across

locations
Business Unit Liabilities Department Liabilities Sales
Position Reporting to
Direct Reports if any
Qualification
Relevant Experience
Functional
Competencies

Financial
Responsibilities

Documented By

JOB DESCRIPTION - Bank Officer (BO - CASA / CA)

Basic Information

Organizational Relationships

Team Leader / Branch Sales Manager / Branch Manager (Rural locations)
NA

Job Responsibilities

Acquisition of CASA, CA & Liabilities a/c from cold calling, market reference, cross-sell and
selling third party products,
Driving Sales targets monthly
Cross-selling of Banking Products,
Meeting customers and generating Sales Leads, Client meetings, on-field sales role (out
of branch)
Responsible for implementing sales and marketing activities within a branch in order to
grow the Liabilities business and achievement of sales targets.
Ensure Liability acquisition targets are met by developing new relationships and leveraging
existing ones within the customer base.
Responsible for acquiring new customers through multiple channels – campaigns (in the
vicinity), branch walk-ins, referrals from existing customers, through industry bodies and
associations and through running industry
Graduate; 1st division in 10th, 12th and Graduation
0 - 2 years of experience in Field Sales (Liability/insurance sales preferred), should be a
localite, should not be more than 25 years of age
Selling skills, Good communication skills, fluently speaks and understands the local language.

Ability to convince customers, Behavioral
Competencies

Customer service attitude, Negotiation & relationship-building skills.
Ability to work under pressure