Customer Relationship Officer

Full-time Other-General

Customer Relationship Officer| Lucknow 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. • 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)