Customer Relationship Officer| Purandhar

CSB Bank; Pune District; On-site; INR 350,000 - 500,000; Full time

Job summary

CSB Bank in Pune is seeking a customer-focused professional to manage customer servicing and relationship activities, understand needs, and recommend banking solutions while ensuring regulatory compliance.

With 1-5 years of Sales/Service experience and a Graduate qualification, you will service branch customers, map areas, conduct cold calls, complete CKYC/AOF/KYC, cross-sell insurance and investments, and activate digital banking for new customers.

Qualifications

• Graduate with any specialisation.
• 1-5 years of experience in Sales/Service.
• Maintain branch operations in-line with Audit Compliance requirements.

Responsibilities

• Servicing branch customers and maintaining branch operations 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 servicing

Relationship management

Cross-selling

KYC/AOF submission

Digital banking activation

Education

Graduate (Any Specialisation)

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.

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

Qualifications : Graduate (Any Specialisation)

• 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.