Senior Bank Officer Business Account

AU SMALL FINANCE BANK · Greater Delhi Area

  • Experience0–3 yrs
  • SalaryNot disclosed
  • Work modeonsite
  • Levelfresher
  • Posted11 Sept 2026

About AU SMALL FINANCE BANK

AU SMALL FINANCE BANK is hiring in Greater Delhi Area in financial services. This role looks for around 0+ years of experience.

Skills

  • CASA acquisition
  • Cross-selling
  • Life insurance
  • Health insurance
  • Mutual fund SIPs
  • Customer relationship management
  • Account onboarding
  • KYC
  • Anti-Money Laundering
  • Regional language proficiency
  • Sales forecasting
  • Local area geography

The role

A CASA acquisition officer at a retail bank acquires liability accounts and cross-sells banking products, mutual fund SIPs, and insurance through customer relationship management and KYC. The role manages local market acquisition, account onboarding, and regulatory compliance.

Full job description

Group Company: AU Small Finance Bank Limited

Designation: Senior Bank Officer Business Account

Office Location: A S Rao Nagar Hyderabad Hyderabad , AHMEDABAD CG ROAD Ahmedabad , Ab Road Indore Indore , Adyar Chennai Chennai , Agra Sikandra Agra , Ahmedabad Nikol Ahmedabad , Ahmedabad Prahlad Nagar Ahmedabad , Ajmer Adarsh Nagar Ajmer , Aliganj Lucknow Lucknow , Ambabari Jaipur Jaipur , Amravati Amravati , Andheri Chakala Mumbai Mumbai , Andheri Lokhandwala Mumbai , Anna Nagar 6th Avenue Chennai , Ashok Nagar 6th Avenue Chennai , Ashok Vihar Delhi Delhi , Ashram Road Ahmedabad Ahmedabad , Aundh Pune Pune , Avinashi Road Coimbatore Coimbatore , Bahadurgarh Bahadurgarh , Ballygunge Kolkata Kolkata , Bandra Turner Road Mumbai , Bangalore Hsr Layout Bengaluru , Bangur Avenue Kolkata , Bank Centre Indore Indore , Bapu Nagar Jaipur Jaipur , Bellandur Bengaluru , Bengaluru_Residency Road Bengaluru , Besant Nagar 2Nd Avenue Chennai , Bhanwar Kuan Road Indore Indore , Bharathi Street Puducherry Puducherry , Bhopal Arera colony Bhopal , Bkc Annex Mumbai Mumbai , Boisar Boisar , Bombay Motors Jodhpur Jodhpur , Boring Road Patna Patna , Borivali Mumbai Mumbai , Burrabazar Kolkata Kolkata , C Scheme Jaipur Jaipur , Chakrata Road Dehradun Dehradun , Chandigarh Sector 27D Chandigarh , Chaura Rasta Jaipur , Chennai Nungambakkam Chennai , Chhatrapati Sambhaji Nagar Aurangabad , Chitrakoot Jaipur Jaipur , Chuna Bhatti Kolar Road Bhopal , Civil Lines Prayagraj Prayagraj , DALHOUSIE-KOLKATA Kolkata , Dadar East TT Circle Mumbai , Daryaganj Central Delhi , Dcm Jaipur Jaipur , Delhi Defence Colony Delhi , Delhi Greater Kailash Delhi , Delhi Green Park Delhi , Delhi Kirti Nagar Delhi , Delhi Lajpat Nagar Ro Delhi , Delhi Sadar Bazaar Delhi , Drive in Road Ahmedabad Ahmedabad , EAST PATEL NAGAR New Delhi , Erode Erode , Exhibition Road Patna Patna , Fancy Bazaar Guwahati Guwahati , Faridabad Faridabad , Fc Road Pune Pune , Fort Mumbai Mumbai , G S Road Guwahati Guwahati , GOMTINAGAR LUCKNOW Lucknow , GURUGRAM SECTOR 10 Gurugram , Gayatri Nagar Bilaspur Bilaspur , Girdhar Marg Jaipur Jaipur , Golf Course Extension Gurgaon Gurgaon , Golf Course Road Gurugram Gurugram , Gopalpura Bypass Jaipur Jaipur , Gwalior Gwalior , Hamidiya Road Bhopal Bhopal , Hathroi Jaipur Jaipur , Heerapath Mansarover Jaipur Jaipur , Himayat Nagar Hyderabad Hyderabad , Howrah Howrah , Hrbr Layout Bengaluru Bengaluru , Indira Nagar Cmh Road Bangalore Bengaluru , Indirapuram Ghaziabad Ghaziabad , Indore Jawahar Marg Indore , Indore Mg Road Indore , JODHPUR ITI CIRCLE Jodhpur , Jawahar Nagar Jaipur Jaipur , Jayanagar Bengaluru Bengaluru , Johari Bazar Jaipur Jaipur , Jp Nagar Bengaluru Bengaluru , Jubilee Hills Hyderabad Hyderabad , K K Road Kottayam Kottayam , KANCHIPURAM ENNAIKARA STREET Kanchipuram , KOPAR KHAIRANE New Mumbai , Kalabhadevi Mumbai Mumbai , Kalwar Road Jaipur Jaipur , Kalyan Kalyan , Kandivali East Thakur Village Mumbai , Kandivali West M G Road Mumbai , Kankurgachi Kolkata Kolkata , Karnal Urban Estate Karnal , Karol Bagh DB Gupta Road Delhi , Kharar Mohali Mohali , Kharghar Mumbai Mumbai , Kilpauk Balfour Road Branch Chennai , Kolkata Salt Lake Kolkata , Koramangala Bengaluru Bengaluru , Kota Station Road Kota , LASHKAR MARKET GWALIOR Gwalior , Lalpur Ranchi Ranchi , Lawrence Road Amritsar Amritsar , Laxmi Nagar Delhi Delhi , Laxmisagar Bhubaneswar Bhubaneswar , Link Road Cuttack Cuttack , Lucknow Asset Centre Lucknow , Lucknow Hazratganj Lucknow , M G Road Kochi Kochi , MAYUR VIHAR New Delhi , MG Road Gurugram Gurugram , MIRA ROAD BRANCH Mumbai , Madhapur Hyderabad Hyderabad , Magarpatta Pune Pune , Mahal Road Jagatpura Jaipur Jaipur , Mahavir Nagar- Kandivali West Mumbai , Mahesh Nagar Jaipur Jaipur , Malad Link Road Mumbai Mumbai , Malleswaram Bengaluru Bengaluru , Malviya Nagar Jaipur Jaipur , Mansarovar Madhyam Marg Jaipur Jaipur , Marathahalli Bengaluru Bengaluru , Meera Bagh Paschim Vihar Delhi , Mira Road Thane Thane , Mogappair West Chennai , Mohali Sector 82 Chandigarh , Moosarambagh Dilsukhnagar , Morbi Morbi , Mount Road Chennai Chennai , Mp Nagar Bhopal Bhopal , Mumbai Andheri Four Bungalows Mumbai , Mumbai Corporate Office BKC Mumbai , Mumbai Ghatkopar East Mumbai , Mumbai Mulund West Mumbai , Mylapore Chennai , NAGPUR SHANKAR NAGAR Nagpur , NERUL New Mumbai , NOIDA Noida , NTR Circle Vijayawada Vijaywada , Nagole Road Kothapet Hyderabad , Nagpur Nagpur , Nai Sadak Jodhpur Jodhpur , Nakkalagutta Warangal Warangal , Nallagandla Hyderabad , Nashik Nashik , New Friends Colony Delhi Delhi , Nigdi Pune , Noida Sector 50 Noida , Pachpedi Naka Raipur Raipur , Palarivattom Kochi , Panipat Panipat , Parrys Chennai , Patel Nagar Delhi Delhi , Pimpri Pune Pimpri , Pitampura Delhi Delhi , Pon Nagar Tiruchirappalli Tiruchirappalli , Powai Hiranandani Mumbai , Prashant Vihar Delhi Delhi , Pratap Nagar Jaipur Jaipur , Pune East Street Camp Pune , Pune Kothrud Pune , Pune RO Pune , Pwd Colony Jodhpur Jodhpur , R S Puram Coimbatore Coimbatore , RAIPUR Raipur , RANIPET KELLYS ROAD Ranipet , Raisen Road Bhopal Bhopal , Raj Nagar Ghaziabad Ghaziabad , Raja Park Jaipur Jaipur , Rajkot Bhaktinagar Rajkot , Ramdaspeth Nagpur Nagpur , Ranjeet Hanuman Road Indore Indore , Ring Road Surat Surat , Road No.1 Banjara Hills Hyderabad , Rohini Delhi Delhi , SHIVAMOGGA Shivamogga , SV Road Mumbai Mumbai , Saibaba Colony Coimbatore Coimbatore , Santacruz Mumbai Mumbai , Sarat Bose Road Kolkata Kolkata , Seawood Navi Mumbai Navi Mumbai , Sector 14 Gurugram Gurugram , Sector 18 Noida Noida , Shyam Bazar Kolkata Kolkata , Shyam Nagar Jaipur Jaipur , Sion East Mumbai Mumbai , Sohna Road Gurugram Gurugram , Somajiguda Hyderabad , Sonpat Stand Rohtak Rohtak , Sowcarpet NSC Bose Road Chennai , Sp Road Hyderabad Hyderabad , Supela Bhilai Bhilai , Surat Adajan Surat , Surat Varachha Surat , Sushant Lok Gurugram Gurugram , Talwandi Circle Kota Kota , Thane Thane , Thane Ram Maruti Mumbai Mumbai , Ulhasnagar Ulhasnagar , Urban Estate Gurugram Gurugram , Vaishali Nagar Jaipur Jaipur , Vakkil New Street Madurai Madurai , Vanasthalipuram Phase 1 Hyderabad Hyderabad , Varanasi Rathyatra Varanasi , Vasai Vasai , Vasai West Asset Center Vasai , Vashi Navi Mumbai , Velachery Chennai , Vile Parle East Mumbai Mumbai , Vileparle West Juhu Mumbai , Viman Nagar Pune Pune , Vivekananda Nagar Kukatpally Hyderabad , Vki Jaipur Jaipur , Wakad Pune Pune , Worli Mumbai Mumbai , Yamuna Vihar Delhi Delhi , Zirakpur Raksha Business Centre Zirakpur

Position description: Accountable for meeting sales targets (No. and value) as per the defined scorecard

Primary Responsibilities

1. Acquire CASA and liability accounts through cold calling, market references, and walk-ins. 2. Drive cross-selling of banking products and services to existing and new customers. 3. Promote and sell third-party financial products including life insurance, health insurance, and mutual fund SIPs. 4. Achieve monthly and quarterly sales targets as defined in the performance scorecard. 5. Ensure growth in customer base and deepening of existing relationships through effective portfolio management.

Additional Responsibilities

1.Implement branch-level sales and marketing activities to support overall business growth and brand visibility. 2. Drive liability acquisition by building and maintaining strong customer relationships. 3. Source new customers through multiple channels including local campaigns, walk-ins, customer referrals, industry associations, and market networking. 4. Ensure timely and accurate opening of accounts, providing a seamless onboarding experience for new-to-bank (NTB) customers. 5. Support overall branch performance by contributing to both customer service and compliance standards. 6. Maintain high levels of customer satisfaction and ensure prompt resolution of queries or issues. 7. Ensure adherence to internal processes, audit requirements, and regulatory guidelines.

Reporting Team

Reporting Designation: Reporting Department:

Educational Qualifications Preferred

Bachelor of Applied Science - BASc, Bachelor of Architecture - BArch, Bachelor of Arts - BA, Bachelor of Business Administration - BBA, Bachelor of Commerce - BCom, Bachelor of Education - BEd, Bachelor of Engineering - BE, Bachelor of Fine Arts - BFA, Bachelor of Laws - LLB with specialization in Banking and Financial Support services, Banking, corporate, finance and securities law and experience between 0.5 - 3 yearsCategory: Field specialization: Degree: Academic score: Institution tier:

Required Certification/s

Required Training/s:

Required Work Experience

Industry: BFSIRole: Sales Executive, Sales Officer, Customer Service Executive/Officer, Relationship Executive/OfficerYears of experience: 0 to 3

Key Performance Indicators: Business Volume, Acquisition Targets, Average Ticket Size, Boarding Rate, Lead Conversion Rate, Cross-Sell Ratio, Customer Retention Rate, Referral Generation, Campaign Effectiveness, Onboarding Satisfaction Rate, Account Opening Turnaround Time.

Required Competencies: 1. ownership and accountability for results 2. Customer-centric mindset and actions 3. adept at handling digital business apps and software 4. hard work and detail-orientation 5. eager to learn and grow as a banking professional 6. positive mindset, ethical and high integrity 7. Bias for Action and Urgency

Required Knowledge: 1. Aptitude for lead generation 2. Target Market Knowledge - Local Area geography familiarity 3. Familiarity with Digital applications 5. Detailed data collection/recording

Required Skills: 1. Professional Communication - Regional language proficiency, verbal and written fluency, soft-spoken 2. Relationship Management - Client-Centric Approach, respectful 3. Sales Forecasting & Reporting

Required Abilities

Physical: 1. Physical fitness 2. Mental agility 3. Ability to do extensive field travel/work 4. Ability to handle work pressure and demanding clientsOther: 1. Valid Two-Wheeler Driving License 2. Personal 2-wheeler 3. Own Smartphone 4. track record of past employment 5. Positive reference check and clear civil report

Work Environment Details: 90% - Field, 10% - Office

Specific Requirements

Travel: HighVehicle: 2-wheelerWork Permit:

Other Details

Pay Rate: Contract Types: PermanentTime Constraints: Flexibile workhours as per business requirementCompliance Related: 1. Aherence to Code of Conduct policy of the bank 2. Non-disclosure of confidential information about bank, clients 3. Responsible handling of bank assets s.a. ID Card, SIM, Marketing material, digital devices, Receipt book etc. 4. Ensure adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during all customer onboarding and account-opening processes.Union Affiliation: