Branch officer @ Au Small Finance Bank
Motivated and customer-focused banking professional with experience in retail banking and financial services.
Skilled in relationship management, cross-selling banking products, and handling customer queries effectively.
Strong understanding of CASA, loans, and achieving sales targets while maintaining compliance.
Known for good communication skills, problem-solving ability, and delivering excellent customer service.
Looking to grow in a dynamic banking role and contribute to business success.
Job Description:
Managed daily branch operations including customer service and account handling
Handled CASA accounts (Savings & Current) opening, maintenance, and documentation
Cross-sold banking products such as insurance, loans, and credit cards to achieve targets
Assisted customers with transactions, queries, and issue resolution efficiently
Ensured KYC compliance and proper verification of customer documents
Supported cash handling activities and coordinated with internal teams
Built and maintained strong customer relationships to improve retention and business growth
Achieved monthly sales and service targets as per branch goals
Job Description:
Acquired new customers for CASA (Savings & Current Accounts) through field sales and lead generation
Generated leads via cold calling, references, and market visits to meet acquisition targets
Explained banking products and onboarded customers as per their financial needs
Completed KYC documentation and ensured compliance with bank policies
Cross-sold products like debit cards, insurance, and loans to increase revenue
Maintained daily sales reports and tracked target achievement
Built strong relationships with clients to enhance customer retention
Coordinated with branch and operations team for smooth account activation
Achieved monthly acquisition and revenue targets consistently