Customer Relationship Officer Anand

Customer Relationship Officer Anand

01 Aug
|
CSB Bank
|
Anand

01 Aug

CSB Bank

Anand

Description
Servicing Branch Customers, Drives current‐to‐bank acquisition for CASA/TD/loans through referrals and cross‑sell; maintains a service‑oriented portfolio with proactive engagement and lead conversion.

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 recent 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)

📌 Customer Relationship Officer Anand
🏢 CSB Bank
📍 Anand

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