Customer Relationship Officer Kumbakonam

CSB Bank; Thanjavur; On-site; INR 167,000 - 279,000; Full time

Job summary

CSB Bank is seeking a customer service and sales oriented professional in Tamil Nadu. The role focuses on servicing branch customers, understanding requirements, and recommending suitable banking solutions while ensuring regulatory compliance.

You will conduct area mapping, cold calls, and BT L activities to meet acquisition targets, complete AOF/KYC submissions, and cross-sell insurance/investments. You will manage portfolios for balances and service requests within required TAT.

Qualifications

• Experience range: 1 to 5 years (Sales/ 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

Communication

Education

Graduate (Any Specialisation)

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: