Job Description

CASA Acquisition

  • Identify and acquire new customers for Current Accounts and Savings Accounts.
  • Conduct field visits, cold calls, and lead generation activities.
  • Explain product features, benefits, charges, and documentation requirements to customers.
  • Customer Onboarding
  • Ensure end-to-end account opening process: documentation, KYC checks, form filling, and activation.
  • Verify customer details as per bank compliance and regulatory guidelines.
  • Customer Relationship Management
  • Maintain strong relationships with existing CASA customers.
  • Cross-sell banking products (FD, RD, insurance, loans, credit cards, digital banking).
  • Resolve customer queries related to account transactions, digital channels, and service requests.

Skills Required
Digital Banking, Lead Generation, Customer Relationship Management

Ready to Apply?

Take the next step in your AI career. Submit your application to SkillLabs today.

Submit Application