Servicing Branch Customers, Drives new‐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 current
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| Pudukkottai
🏢 CSB Bank
📍 Pudukkottai
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