Customer Relationship Officer

Job Purpose:

The Customer Relationship Officer (CRO) is responsible for providing high-quality customer service, driving sales of banking products, and supporting branch operations.

Functional Responsibilities:

• Build and maintain strong relationships with existing and new customers.
• Assist new customers in opening accounts and guide them through the onboarding process.
• Ensure proper documentation and compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) guidelines during onboarding
• Handle cash deposits, withdrawals & ensure timely and accurate execution of banking transactions
• Support the operational processes within the branch, including account opening, customer documentation, and transaction approvals.
• Adhere to internal policies, procedures, and regulatory standards in all customer interactions and operational tasks.
• Promote and sell the banks products and services, such as savings and current accounts, fixed deposits, loans and insurance.
• Identify cross-selling and up-selling opportunities to deepen customer relationships
• Generate leads through customer referrals, branch interactions, and outreach programs
• Meet individual and branch sales targets by converting leads into successful sales.
• Support the branch manager in executing marketing campaigns and business development initiatives.

Qualification:

Any Graduate

Location:

Changanassery (Kerala)