Customer Relationship Officer

CSB Bank; Pampady; On-site; INR 250,000 - 420,000; Full time

Job summary

CSB Bank in Kerala is seeking a Customer Relationship Executive to strengthen client partnerships and deliver exceptional service. You will build relationships with existing and new customers, respond to inquiries promptly, and drive cross-sell opportunities for banking products.

The role requires strong communication, CRM experience, and a graduate degree. You will collaborate with branch teams to meet business goals and ensure accurate records across daily operations.

Qualifications

• Clear communication and strong interpersonal abilities are essential.
• Experience in building and maintaining customer relationships in financial services.
• Knowledge of banking products and services is beneficial.
• Familiarity with CRM tools and data-driven customer insights.

Responsibilities

• Develop and implement strategies to build strong relationships with existing and new customers.
• Provide exceptional customer service, responding to inquiries and resolving issues promptly.
• Drive sales of banking products, identifying opportunities to cross-sell and upsell services.
• Support branch operations, ensuring smooth day-to-day activities and maintaining accurate records.
• Collaborate with internal teams to achieve business objectives and enhance customer satisfaction.
• Analyze customer feedback and suggest improvements to products and services.

Skills

Communication skills

Interpersonal skills

Customer relationship management

CRM software

Problem-solving

Education

Graduate degree

Tools

CRM software

Job description

Roles and Responsibility

• Develop and implement effective strategies to build strong relationships with existing and new customers.
• Provide exceptional customer service, responding to inquiries and resolving issues professionally and promptly.
• Drive sales of banking products, identifying opportunities to cross-sell and upsell services.
• Support branch operations, ensuring smooth day-to-day activities and maintaining accurate records.
• Collaborate with internal teams to achieve business objectives and enhance overall customer satisfaction.
• Analyze customer feedback and suggest improvements to products and services.

Job Requirements

• Minimum 1 year of experience in customer relationship management or a related field.
• Strong communication and interpersonal skills are essential for building rapport with customers and colleagues.
• Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities.
• Knowledge of banking products and services, including savings accounts, loans, and credit cards.
• Experience with CRM software and technology is desirable.
• Strong problem-solving skills, with the ability to think critically and creatively.
• A graduate degree is required.