Customer Relationship Officer| Ambala

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

Job summary

CSB Bank in Ambala seeks a sales/service specialist with 1–5 years of experience to service branch customers, map areas, perform cold calls, and drive acquisition targets while ensuring KYC/CKYC compliance and digital banking activation.

The role requires a Graduate with any specialization, strong customer service skills, and the ability to cross-sell financial products within defined TAT. Local branch operations experience is a plus.

Qualifications

• Graduate with any specialization.
• 1–5 years of experience in sales or customer service.
• Experience in servicing branch customers and audit-compliant operations.
• Ability to cross-sell insurance/investments and promote digital banking.

Responsibilities

• Servicing branch customers and ensuring audit-compliant operations.
• Execute area mapping, cold calls, and BTL activities to meet acquisition targets.
• Complete accurate AOF/KYC documentation and CKYC submission.
• Cross-sell insurance/investments and activate digital banking for new customers.
• Manage assigned portfolio for balances, usage and service requests within TAT.

Skills

Customer servicing

Relationship building

Cross-selling

KYC compliance

Digital banking

Education

Graduate

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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.