Customer Relationship Officer| Patiala

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Patiala, Punjab, IND
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Manage branch customer relationships and servicing while meeting acquisition and portfolio targets. Responsibilities include customer requirement analysis, banking solution recommendations, area mapping, cold calling, BTL activities, accurate AOF/KYC completion, CKYC submissions, cross-selling insurance and investments, digital banking activation, and timely resolution of service requests while maintaining audit and regulatory compliance.
Summary Generated by Built In

To manage customer servicing and relationship activities through understanding customer requirements, recommending suitable banking solutions, facilitating service delivery and ensuring compliance with regulatory and Bank policies.
 

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 experience in sales or service
  • Graduate degree in any specialization

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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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