Customer Relationship Officer Rajkot

CSB Bank; Rajkot; On-site; INR 350,000 - 550,000; Full time

Job summary

CSB Bank seeks a branch-based professional to manage customer servicing and relationship activities, recommending suitable banking solutions and ensuring compliance with policy. You will handle servicing, acquisitions via area mapping and cold calls, and promote digital banking for new customers.

The role involves maintaining branch operations per audit standards, completing accurate KYC/CKYC documentation, and managing a portfolio with timely service delivery.

Qualifications

• Graduate with any specialization.
• 1–5 years in sales or service roles.
• Banking experience is a plus.

Responsibilities

• Serve branch customers and ensure operations align with audit requirements.
• Execute area mapping, cold calls and BTL activities to meet targets.
• Complete accurate AOF/KYC and CKYC submissions.
• Cross-sell insurance/investments and promote digital banking for new customers.
• Manage portfolio balances, usage and service requests within TAT.

Skills

Customer service

Relationship management

Sales experience

Regulatory compliance

Education

Graduate degree

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: