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Customer Relationship Officer| Baramati

CSB Bank

Full time
Experience
1–5 years
Location
Baramati
Work mode
Not stated
Posted 9 days ago

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Role at a glance

You will
  • 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.
Experience
1–5 years

Job description

Description

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.



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)



Job market insights

100 more open jobs at CSB Bank

From live job posts on CoreHRx. Skill figures count posts that list their skills; salary figures only posts that show a salary.

Questions about this job

How much experience does this job need?

The post asks for 1–5 Yrs experience.

Where is this job based?

In Baramati.

What kind of job is this?

It is a full time job.

Preparing for an accountant, accounts executive or finance analyst interview in India? This guide lists the accounting, GST and TDS questions asked most often, sample answers, the Excel test you may get, and how freshers (B.Com, M.Com, CA Inter) and experienced candidates should prepare.

Questions you may be asked

  1. What are the golden rules of accounting?
  2. How do you prepare a bank reconciliation statement?
  3. What is input tax credit under GST?
  4. What is the difference between GSTR-1 and GSTR-3B?

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