Customer Relationship Officer

CSB Bank; Pudukkottai; On-site; INR 250,000 - 360,000; Full time

Job summary

CSB Bank is seeking a Customer Relationship Officer at Pudukkottai Servicing Branch to service existing customers and drive new-to-bank acquisition through referrals and cross-selling. You will manage a service-oriented portfolio with proactive engagement and lead conversion.

The role also involves completing AOF/KYC, CKYC submissions, activating digital banking for new customers, and ensuring branch operations comply with Audit requirements.

Qualifications

• Graduate (Any Specialisation) is required.
• 1 to 5 years experience in sales or service roles.

Responsibilities

• Servicing branch customers and maintaining branch operation in-line with Audit Compliance requirements.
• Execute area mapping, cold calls and BTL activities to meet acquisition targets.
• Complete accurate AOF/KYC and ensure CKYC submission without errors.
• Cross-sell insurance/investments and activate digital banking for all new customers.
• Manage assigned portfolio for balances, usage and service requests within TAT.

Skills

Customer relationship management

Cross-selling

Cold calling

Digital banking activation

Education

Graduate (Any Specialisation)

Job description

Customer Relationship Officer | Pudukkottai Servicing Branch

Customer Relationship Officer| Pudukkottai Servicing Branch Customers, Drives new-to-bank acquisition for CASA/TD/loans through referrals and cross-sell; maintains a service-oriented portfolio with proactive engagement and lead conversion.

• Servicing Branch Customers and maintaining branch operation in-line with Audit Compliance requirements.
• Execute area mapping, cold calls and BTL activities to meet acquisition targets.
• Complete accurate AOF/KYC and ensure CKYC submission without errors.
• Cross-sell insurance/investments and activate digital banking for all new customers.
• Manage assigned portfolio for balances, usage and service requests within TAT.

Experience Range : 1 to 5 Years (Sales/ Service)

Qualifications : Graduate (Any Specialisation)