Customer Relationship Officer| Yamunanagar

Posted 3 Days Ago
Be an Early Applicant
Yamunānagar, Yamunanagar, Haryāna, IND
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Manage branch customer relationships and servicing while ensuring audit and regulatory compliance. Acquire new customers through area mapping, cold calls, and below-the-line activities; complete accurate account opening, KYC, and CKYC submissions; cross-sell insurance and investment products; activate digital banking; and manage assigned customer portfolios, balances, usage, and service requests within required turnaround times.
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 customer service
  • Graduate degree in any specialization
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Zscaler Logo Zscaler

Integration Engineer

Cloud • Information Technology • Security • Software • Cybersecurity
Easy Apply
Remote or Hybrid
India
8697 Employees

CSC Logo CSC

Accountant

Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
Remote or Hybrid
2 Locations
8500 Employees

Coursera + Udemy  Logo Coursera + Udemy

Sales Manager

Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Remote or Hybrid
India
1500 Employees

Coursera + Udemy  Logo Coursera + Udemy

Senior Software Engineer

Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Remote or Hybrid
India
1500 Employees

Similar Companies Hiring

Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees
Revel Thumbnail
Aerospace • Hardware • Robotics • Software
Marina Del Rey, California
60 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software
New York, New York
30 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account