Anu T S

About Anu T S

I am a passionate finance enthusiast with strong experience in banking operations, customer relationship management, and financial analysis. Currently working as a Customer Relationship Officer at CSB Bank, I focus on delivering excellent client service and building long-term business relationships.With an M.Com in Finance and internship experience as a Junior Financial Analyst at Hedge Equities, I bring a mix of analytical skills, problem-solving ability, and a customer-first mindset.

Experience

1. Customer Service Officer

   Csb Bank

   Sep 2024 — Present

   Managed end-to-end customer interactions, resolving queries, handling complaints, and ensuring high customer satisfaction across multiple channels (phone, email, and in-person). Maintained and updated CRM systems to track client interactions, monitor account activity, and generate customer insights for process improvement. Provided financial guidance and product recommendations, including banking products, loans, and investment options, boosting cross-sell and upsell opportunities. Conducted KYC verification and compliance checks in adherence to regulatory and internal policies, ensuring risk mitigation and operational accuracy. Developed and implemented customer engagement strategies, improving retention, loyalty, and referral metrics. Collaborated with internal teams and stakeholders to resolve complex client issues efficiently, enhancing overall service delivery. Generated reports and dashboards on customer trends, feedback, and service performance to support decision-making and business growth. Implemented customer retention initiatives by analyzing feedback and service gaps, resulting in improved client satisfaction scores. Trained and mentored new team members on CRM usage, service protocols, and communication best practices, enhancing team productivity. Monitored key performance indicators (KPIs) and service metrics to identify trends, optimize processes, and support strategic business decisions.

Education

• TEBOIL

  High School Diploma

• University of Calicut

  Bachelor of Commerce - BCom, Accounting and Finance

• Calicut Jobs

  B. COM FINANCE

• Hedge School of Applied Economics

  Internship, Finance, General

• Tharananellur arts and science college

  Bachelor of Commerce - BCom, Accounting and Finance

  2019 — 2022

• Nirmala College of Arts and Science

  Master of commerce , Accounting and Finance

• Calicut Jobs

  Master of Business Administration