Customer Relationship Officer| Mohali

Posted Yesterday
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Mohali, Ajitgarh, Punjab, IND
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Serve branch customers, maintain compliant branch operations, acquire new-to-bank customers via area mapping/cold calls/BTL, complete accurate AOF/KYC/CKYC, cross-sell insurance/investments, activate digital banking, and manage assigned portfolio 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 experience in Sales/Service
  • Graduate (Any Specialisation)
  • Accurate completion of AOF/KYC and CKYC submission
  • Experience with area mapping, cold calling and BTL acquisition activities
  • Ability to cross-sell insurance/investments and activate digital banking
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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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