Customer Relationship Officer

CSB Bank; Panaji; On-site; INR 300,000 - 550,000; Full time

Job summary

CSB Bank in Goa seeks a customer relationship professional to strengthen client relationships, provide exceptional service, and drive sales of banking products. The role focuses on cross-selling, upselling, and maintaining accurate records while supporting branch operations and collaborating with internal teams.

The ideal candidate has at least a year in CRM or related roles, strong communication, and knowledge of banking products. A graduate degree is required for this position.

Qualifications

• Minimum 1 year of CRM or related experience.
• Strong communication and interpersonal skills.
• Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities.
• Knowledge of banking products and services (savings, loans, credit cards).
• Experience with CRM software is desirable.
• Strong problem-solving skills, with the ability to think critically and creatively.
• A graduate degree is required.

Responsibilities

• Develop and implement strategies to build relationships with 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.

Skills

Strong communication

Interpersonal skills

Customer relationship management

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.