Bank Customer Services Advisor

Department Icon Operations Maintenance & Support
Posted: 2 weeks ago
0-4 years
Chennai
Operations Maintenance & Support
work from office
Full Time
Closes 25 Dec 2026

Posted: 2 weeks ago
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Job Description

  • Bank Customer Services Advisor
  • Company: JOBS n TA HR Services
  • Job Location: Chennai, Tamil Nadu, India
  • Employment Type: Full-time

A Relationship Officer (RO) or Relationship Manager (RM) linked with Canara Bank (often through partner channels like Canara HSBC Life Insurance or direct distribution) manages client accounts, drives product sales, and builds local networks

  • Lead Generation:
  • Create leads through campaigns, cold calling, and local networking.
  • Achieve assigned business targets for loans, CASA (Current Account Savings Account), or insurance/wealth products
  • Customer Servicing:
  • Provide post-sales service, manage renewals, and resolve client queries
  • Job Requirements:
  • sales, life insurance , bancassurance, upselling, cross selling, agency channel, direct channel, credit life, insurance industry, health insurance, general insurance .

Skills

Agency ChannelCredit LifeLife InsuranceSalesInsurance IndustryBancassuranceCross SellingUpsellingDirect ChannelHealth Insurance

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