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CSB Bank

Customer Relationship Officer| Kolkata

Reposted 8 Days Ago
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In-Office
Kolkata, West Bengal, IND
Mid level
In-Office
Kolkata, West Bengal, IND
Mid level
Serve branch customers, maintain compliance, acquire new-to-bank customers via cold calls and BTL activities, perform accurate AOF/KYC and CKYC submission, cross-sell products and activate digital banking, and manage assigned portfolio and service requests within TAT.
The summary above was generated by AI

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)




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