Jobs›Customer Relationship, Kolkata

Customer Relationship Officer| Kolkata

CSB Bank · Kolkata
PagaarPagaar nahi likha
KahanKolkataWest Bengal
TypeFull time
Posted5 Oct13 din pehle, SimplyHired se
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Lead generation from existing customersRetail banking product salesAdd-on service promotionFinancial salesOutbound lead nurturingCustomer relationship buildingSales outreach campaignsReferral-based lead generationTerritory salesCustomer serviceRetail banking salesSales referralsPromoting banking productsOutbound telemarketingClient relationship developmentLead conversionCustomer request processingBachelor's degreeClient servicesCustomer relationship managementCompliance documentationPhone canvassingBancassuranceProspectingDigital banking platformsBusiness development in financeOutbound voiceInsurance salesLocal marketing activitiesTelemarketingSuggestive sellingAccount managementOpen market lead generationBusiness lead generationPromoting banking servicesAdd-on salesRetail banking account supportCustomer acquisitionReferral-based sellingFinancial compliance
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Job Description

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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