Customer Relationship Officer
- CSB Bank Limited
- Patiāla, India
- INR 250,000 – INR 400,000
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.
- 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.
Experience Range : 1 to 5 Years (Sales/ Service)
Qualifications : Graduate (Any Specialisation)
Skills
- Customer Relationship Management
- Cross-Selling
- KYC Compliance
- Cold Calling
- Digital Banking Activation
- Portfolio Management
- Regulatory Compliance
