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.
Experience Range : 1 to 5 Years (Sales/ Service)
Qualifications :
Graduate (Any Specialisation)
Skills Required
- 1 to 5 years experience in sales or service
- Graduate (any specialization)
- Knowledge and accurate completion of AOF/KYC and CKYC submission
- Experience in branch customer servicing and branch operations aligned with audit compliance
- Ability to execute area mapping, cold calls, BTL activities and convert leads (acquisition and cross-sell)
- Experience promoting/activating digital banking and selling insurance/investment products
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.
