Customer Relationship Officer

CSB Bank; Vadodara; On-site; INR 300,000 - 500,000; Full time

Job summary

CSB Bank in Vadodara is seeking a Customer Relationship Officer to serve branch customers and drive new-to-bank acquisitions for CASA/TD/loans through referrals and cross-selling. You will maintain a service-oriented portfolio with proactive engagement and quick lead conversion.

The role requires 1–5 years in sales or service, with a Graduate degree. Responsibilities include branch servicing, area mapping, CKYC/AOF accuracy, cross-selling insurance/investments, and activating digital banking for

Qualifications

• Graduate in any specialization.

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.

Education

Graduate (Any Specialisation)

Job description

Customer Relationship Officer| Vadodara 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)