Customer Relationship Officer| Bhavani

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

Job summary

CSB Bank is seeking a Branch Sales/Service professional in Tamil Nadu to service branch customers and drive new-to-bank acquisition through referrals and cross‑selling. You will ensure compliance, complete KYC submissions, and engage customers with digital banking activation.

The role emphasizes proactive lead conversion, area mapping, and meeting acquisition targets while maintaining service excellence at the branch level.

Qualifications

• 1–5 years of experience in Sales/Service.
• Experience in branch operations and compliance is preferred.
• Ability to perform cold calls and cross-sell to customers.
• Knowledge of KYC/CKYC submission processes.
• Proactive in lead generation and conversion.

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.

Skills

Sales

Customer service

Cold calling

Cross-selling

Lead conversion

Job description

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.

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.

Qualifications

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