Customer Relationship Officer

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

Job summary

CSB Bank seeks a customer servicing professional to manage branch relationships, understand customer requirements, and facilitate service delivery in line with regulatory and Bank policies.

The role involves executing area mapping, cold calls and BTL activities to meet acquisition targets, completing AOF/KYC and CKYC submissions, cross-selling insurance/investments, and activating digital banking for new customers while managing the assigned portfolio with timely service.

Qualifications

• Graduate in any specialization with relevant sales/service exposure.
• Experience in branch servicing and regulatory compliance.
• Knowledge of AOF/KYC/CKYC processes and documentation.

Responsibilities

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

Skills

Customer service

Cross-selling

KYC/CKYC

Digital banking

Relationship management

Branch operations

Education

Graduate (Any Specialisation)

Tools

CRM software

Job description

To manage customer servicing and relationship activities through understanding customer requirements, recommending suitable banking solutions, facilitating service delivery and ensuring compliance with regulatory and Bank policies.

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

Qualifications : Graduate (Any Specialisation)

• 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.