Customer Relationship Officer Yamunanagar

CSB Bank; Yamunanagar; On-site; INR 201,000 - 335,000; Full time

Job summary

CSB Bank invites applications for a customer servicing and relationship management role at our Yamunanagar branch in Haryana, India. The candidate will understand customer needs, recommend banking solutions, ensure service delivery aligns with policy, and comply with regulatory requirements.

Key duties include servicing branch customers, executing area mapping and sales activities, completing AOF/KYC, CKYC submission, cross-selling insurance/investments, activating digital banking for new

Qualifications

• Graduate with 1–5 years in sales or service roles.
• Experience in banking or financial services is a plus.
• Ability to understand customer needs and offer suitable banking solutions.

Responsibilities

• Servicing branch customers and maintaining branch operations per audit requirements.
• Execute area mapping, cold calls and BTL activities to meet targets.
• Complete accurate AOF/KYC and CKYC submissions without errors.
• Cross‑sell insurance/investments and activate digital banking for new customers.
• Manage assigned portfolio for balances, usage and service requests within TAT.

Skills

Customer servicing

Relationship management

Sales & acquisition

Cold calling/areas mapping

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: