Customer Relationship Officer Periyakulam

CSB Bank; Theni; On-site; INR 300,000 - 420,000; Full time

Job summary

CSB Bank in Tamil Nadu is seeking a Customer Servicing and Relationship Executive to understand customer needs, recommend banking solutions, ensure service delivery and comply with regulatory policies.

You will service branch customers, support acquisitions through area mapping, conduct KYC/CKYC processes, promote digital banking, and manage assigned portfolios within agreed response times.

Qualifications

• Graduate degree in any discipline.
• 1–5 years of experience in sales or service roles.

Responsibilities

• Serve branch customers and maintain branch operations per audit/compliance rules.
• Perform area mapping, cold calls and below-the-line activities to meet acquisition targets.
• Complete accurate AOF/KYC and ensure CKYC submission without errors.
• Cross-sell insurance/investments and activate digital banking for new customers.
• Manage assigned portfolio for balances, usage and service requests within defined TAT.

Skills

Customer service

Cross-selling

Communication

KYC/CDD

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)