Customer Relationship Officer| Kolkata

Reposted 21 Days Ago
Be an Early Applicant
Kolkata, West Bengal, IND
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Serve branch customers, maintain compliance, acquire new-to-bank customers via cold calls and BTL activities, perform accurate AOF/KYC and CKYC submission, cross-sell products and activate digital banking, and manage assigned portfolio and service requests within TAT.
Summary Generated by Built In

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 new 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)




Skills Required

  • 1 to 5 years of sales/service experience
  • Graduate (any specialization)
  • Ability to complete accurate AOF/KYC and CKYC submission
  • Experience in retail banking product cross-selling (CASA/TD/loans, insurance, investments)
  • Experience executing area mapping, cold calling and BTL acquisition activities
  • Ability to activate digital banking for new customers and manage portfolio within TAT

CSB Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CSB Bank and has not been reviewed or approved by CSB Bank.

  • Fair & Transparent Compensation — Pay is considered fair in certain managerial or target-based roles, with some positions viewed as competitive for the industry. Salaries are consistently reported as paid on time, supporting a baseline of reliability.
  • Strong & Reliable Incentives — Earnings can be strong when sales targets are achieved, indicating meaningful performance-linked upside in some roles.

CSB Bank Insights

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The Company
HQ: Thrissur, Kerala
5,753 Employees
Year Founded: 1920

What We Do

CSB is a full service bank established in 1920 and headquartered in Thrissur, Kerala. CSB has over 703 branches covering not just the district headquarters and large towns but also semi-urban and rural centers. Thanks to its unique origin and history, CSB is considered a household banking brand in Kerala. CSB offers Retail, Wholesale and SME Banking services through its footprint of over 703 branches across the country serving over 2 million customers.

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