Customer Relationship Officer| Thanesar

CSB Bank; Kurukshetra; On-site; INR 300,000 - 450,000; Full time

Job summary

CSB Bank is expanding its customer servicing and relationship activities in Haryana. The role involves understanding customer requirements, recommending banking solutions, and ensuring compliance with regulatory policies.

The candidate will service branch customers, execute area mapping and cold calls to meet targets, complete AOF/KYC/CKYC submissions, and cross-sell insurance/investments while promoting digital banking to new customers.

Qualifications

• Graduate with 1–5 years experience in Sales or Service in banking
• Experience in servicing branch customers and maintaining branch ops per audit/compliance
• Cross-sell insurance/investments and activate digital banking for new customers

Responsibilities

• Servicing branch customers and maintaining branch operations aligned 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 experience

KYC / CKYC

Education

Graduate

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.