Customer Relationship Officer

CSB Bank; Srikakulam; On-site; INR 250,000 - 450,000; Full time

Job summary

CSB Bank's Ranastalam Servicing Branch seeks a Customer Relationship Officer to drive new-to-bank acquisition for CASA/TD/loans through referrals and cross-sell; maintain a service-oriented portfolio with proactive engagement and lead conversion.

You will service branch customers, ensure audit-compliant operations, conduct area mapping and cold calls, complete AOF/KYC/CKYC submissions, and actively cross-sell insurance and investments while promoting digital banking to new customers.

Qualifications

• Graduate with any specialization.
• 1–5 years in Sales or Service.
• Experience in branch operations and customer service.

Responsibilities

• Servicing branch customers and maintaining branch operations.
• Execute area mapping, cold calls and BTL activities.
• Complete accurate AOF/KYC and CKYC submission.
• Cross-sell insurance/investments and activate digital banking.
• Manage assigned portfolio for balances, usage and service requests.

Skills

Customer relationship

Cross-selling

Lead conversion

Communication

Education

Graduate (Any Specialisation)

Job description

Customer Relationship Officer| Ranastalam 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)