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Customer Relationship Officer
About the role
Customer Relationship Officer at MSME Business, responsible for servicing branch customers and driving new‑to‑bank acquisition in Chiplun. The role executes area mapping, cold calls and BTL activities, ensures accurate KYC/AOF processing, cross‑sells insurance and investments, and activates digital banking for new clients. Chiplun, Maharashtra, India, on-site work model.
What you’ll do
- Service branch customers and maintain branch operation per audit compliance
- 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 new customers
- Manage assigned portfolio for balances, usage and service requests within TAT
What you’ll bring
- 1-5 years sales/service experience
- Graduate degree (any specialization)