Customer Relationship Officer| Prakasam

Reposted One Month Ago
Be an Early Applicant
Prakasam, Andhra Pradesh, IND
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Service branch customers, drive new-to-bank acquisition for CASA/TD/loans via referrals and cross-sell, and maintain a proactive, service-oriented portfolio. Execute area mapping, cold calls and BTL activities to meet targets. Complete accurate AOF/KYC and CKYC submissions, cross-sell insurance/investments, activate digital banking, and manage assigned portfolio balances, usage, and service requests within TAT while ensuring audit compliance.
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)
  • Ability to complete accurate AOF/KYC and ensure CKYC submission
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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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