Customer Relationship Officer Kanpur Nagar

CSB Bank; India; On-site; INR 300,000 - 540,000; Full time

Job summary

CSB Bank is seeking a customer-focused professional to service branch customers and drive new-to-bank acquisition for CASA/TD/loans through referrals and cross-sell activities. You will maintain a proactive service portfolio and ensure timely lead conversion.

The role involves executing area mapping, cold calling, and BTL activities to meet targets, handling CKYC submission, and managing a portfolio with timely responses and service excellence.

Qualifications

• 1 to 5 years of experience in sales or service.
• Graduate with 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.

Skills

Customer service

Sales

Cross-selling

Lead generation

Education

Graduate

Job description

Job Description:

Servicing Branch Customers, Drives new-to-bank acquisition for CASA/TD/loans through referrals and cross-sell; maintains a service-orientated 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)

Qualifications :
Graduate (Any Specialisation)

Requirements: