Customer Relationship Officer| Kolkata

CSB Bank · Kolkata

PayPay not listed

WhereKolkataWest Bengal

TypeFull time

Posted5 Oct13 days ago, via SimplyHired

Kaam checked

No fee, deposit or pay-to-apply signs

Good spoken and written English expected

Day work

No vehicle or licence needed

Skills they list40 named

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

About this job

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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