Manage branch customer relationships, service requests, account documentation, KYC and CKYC submissions, regulatory compliance, customer acquisition, and portfolio growth. Conduct cold calls and below-the-line activities, cross-sell insurance and investment products, activate digital banking services, and meet acquisition, balance, usage, and service-level targets.
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.
- 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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The Customer Relationship Officer is responsible for servicing branch customers, driving new customer acquisition, maintaining compliance, executing area mapping, and cross-selling products.
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