Customer Relationship Officer Katni

CSB Bank; Katni; On-site; INR 250,000 - 400,000; Full time

Job summary

CSB Bank in Katni seeks a customer-focused professional to manage branch servicing and relationships. You will understand customer needs, recommend banking solutions, and ensure service delivery in line with regulatory policies.

The role involves area mapping, cold calling, and BTL activities to meet acquisition targets, along with handling AOF/KYC and CKYC submissions. Cross-selling insurance/investments and promoting digital banking are key parts of the job.

Qualifications

• Graduate with 1–5 years sales/service experience.
• Experience range 1 to 5 years (Sales/ Service).
• Graduate (Any Specialisation).

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

Cross-selling

Education

Graduate

Job description

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.

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: