Verified today
Customer Relationship Officer
About the role
Branch Operations team at MSME Business focuses on servicing branch customers and driving new‑to‑bank acquisition. The Customer Relationship Officer manages branch operations, executes area mapping, cold calls and BTL activities, and cross‑sells insurance and digital banking solutions. Nawanshahr, Punjab, India, on-site work model.
What you’ll do
- Servicing branch customers and maintaining audit‑compliant operations
- 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 to 5 years sales/service experience
Nice to have
Graduate (any specialization)
Education
Graduate