Customer Relationship Officer

CSB Bank; Tumakuru; On-site; INR 300,000 - 420,000; Full time

Job summary

CSB Bank is seeking a Customer Relationship Officer at the Tumakuru Servicing Branch. The role focuses on acquiring CASA/TD/loans through referrals and cross-selling, while maintaining a service-oriented portfolio with proactive engagement and lead conversion.

You will service branch customers, execute area mapping and cold calls, and ensure accurate CKYC submissions. The position requires graduate education with 1–5 years of relevant experience.

Qualifications

• Graduate with 1–5 years of experience in sales or service roles.
• Experience in customer-facing banking activities is preferred.
• Familiarity with referrals, cross-selling, and lead conversion is advantageous.

Responsibilities

• Servicing branch customers and maintaining branch operations in line with Audit Compliance requirements.
• Execute area mapping, cold calls and BTL activities to meet acquisition targets.
• Complete accurate AOF/KYC and CKYC submissions.
• Cross-sell insurance/investments and activate digital banking for new customers.
• Manage assigned portfolio for balances, usage and service requests within TAT.

Skills

Cold calling

Cross-selling

Customer service

Lead generation

Digital banking

Education

Graduate (Any Specialisation)

Job description

Customer Relationship Officer| Tumakuru 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)