CSB
Customer Relationship Officer| DHARASHIV
Skills
2 months ago
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Important information
Contract type:
Permanent
Location:
Dharashiv, Maharashtra, India
Work mode:
Onsite
Published on:
18 August 2026
What they need
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.
- 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.
Experience Range : 1 to 5 Years (Sales/ Service)
Qualifications :
Graduate (Any Specialisation)
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