Customer Relationship Officer Thallarevu

CSB Bank; Kakinada; On-site; INR 300,000 - 520,000; Full time

Job summary

CSB Bank in India is seeking a Branch-based Sales/Service professional to service customers, understand needs, and propose suitable banking solutions while ensuring compliance with regulations.

Responsibilities include branch servicing, area mapping with cold calls, AOF/KYC and CKYC submissions, cross-selling insurance/investments, activating digital banking for new customers, and managing a portfolio within set turnaround times.

Qualifications

• 1–5 years of experience in Sales/Service
• Graduate with any specialization as required

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 servicing

Relationship management

Sales orientation

KYC compliance

Cross-selling

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: