Manage and strengthen relationships with existing customers and ensure high-quality customer service.
Acquire current customers through referrals, field visits, leads, and local market activities.
Generate business across CASA, Term Deposits, Insurance, Investments, Loans and other banking products.
Identify customer needs and recommend suitable financial products and services.
Drive cross-selling and up-selling opportunities among the existing customer base.
Handle customer queries, service requests, and ensure timely resolution of complaints.
Maintain regular follow-up with customers and develop a robust customer network within the branch's catchment area.
Achieve assigned monthly business and product-wise targets.
Coordinate with branch operations and other departments for smooth processing of customer requirements.
Ensure proper documentation, KYC compliance, and adherence to the bank's policies and regulatory guidelines.
Participate in customer acquisition drives, campaigns, and branch-level business development activities.
Maintain accurate records of leads, customer interactions, and business conversions.

📌 Customer Relationship Officer Thiruvalla
🏢 CSB Bank
📍 Thiruvalla