Customer Relationship Officer| Mohali 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.
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 current customers.
Manage assigned portfolio for balances, usage and service requests within TAT.
Experience Range : 1 to 5 Years (Sales/ Service) Qualifications : Graduate (Any Specialisation)