Relationship Officer – CASA
Location: Patiala, Punjab
Job Responsibilities:
Acquire new customers and build strong relationships for CASA products.
Drive Current Account and Savings Account acquisition through field sales and references.Generate leads, conduct customer meetings, and achieve monthly sales targets.
Cross-sell banking products such as FD, RD, insurance, loans, and other third-party products.
Maintain regular follow-up with prospective and existing customers.Ensure proper KYC and documentation as per bank guidelines.
Develop business through local market mapping, referrals, and customer networking.
Eligibility:
Graduate in any discipline.
1–3 years of experience in CASA, banking sales, retail banking, or financial services preferred.
Strong communication, sales, and relationship-management skills.
Candidates with relevant banking sales experience will be preferred.
Interested candidates can share their CVs at 6284187992
Work Location: In person
