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Banking Officer

Banking Officer

Discoveries QuintessentialKolkata, IN
17 hours ago
Job description

🚀 Hiring : Branch Sales Officer – Branch Banking (CASA & KYC Focus)

We are looking for motivated and experienced professionals to join our Branch Banking team as a Branch Sales Officer in key growth markets across South and West India.

This role is ideal for candidates with a proven track record in field sales , particularly within the banking or financial services sector, and hands-on experience driving CASA (Current Account & Savings Account) acquisition and managing regulatory compliance.

📍 Job Details

Title Branch Sales Officer – Branch Banking

Location Branches across Maharashtra

Experience 2–5 years in field sales (Banking / Insurance preferred)

Requirements Graduation preferred;

Must own a two-wheeler and be open to travel.

🛠️ Key Responsibilities

  • CASA Acquisition : Drive the acquisition of new CASA and liability accounts through effective field sales, referrals, and cold-calling efforts.
  • Target Achievement : Meet and exceed branch liability sales and revenue targets.
  • Compliance & KYC : Ensure strict adherence to KYC , AML, and all internal regulatory policies in daily operations.
  • Customer Relationship Management : Build and maintain strong, lasting customer relationships within the branch network.
  • Product Cross-Selling : Effectively cross-sell other financial products, including insurance and mutual funds.

✅ What We're Looking For

  • Professionals with direct experience in banking field sales .
  • In-depth, practical knowledge of CASA products and the entire KYC / AML process .
  • Strong communication, negotiation, and customer service skills.
  • Local candidates with relevant market knowledge are highly preferred.
  • 🌟 Why Join Us?

  • Significant career growth opportunities in a leading financial institution.
  • Attractive, performance-based incentives .
  • Exposure to a diverse portfolio of financial products.
  • A supportive, customer-first work culture.
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    Banking • Kolkata, IN

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