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Customer Relationship Officer| Khalapur at CSB

Location
Khalapur, Maharashtra
Type
Full-time
Level
mid
Posted

Description

The role serves branch customers, maintains audit-compliant branch operations, and drives new-to-bank acquisition for CASA, TD, and loans through referrals, cross-selling, area mapping, cold calls, and BTL activities. Responsibilities include accurate AOF/KYC and CKYC submissions, cross-selling insurance and investments, activating digital banking, and managing customer portfolios for balances, usage, and service requests. The position requires 1 to 5 years of sales or service experience and a graduate qualification in any specialization.

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