Posted 1d ago

Relationship Manager| Thrissur

@ CSB Bank
Thrissur, Kerala, India
OnsiteFull Time
Responsibilities:acquiring customers, onboarding clients, managing portfolio
Requirements Summary:Graduate/Postgraduate/MBA with 5+ years experience. Responsible for NR customer acquisition, onboarding, training, portfolio management, and driving forex/cross-sell income across the zone.
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Job Description
  1. This role involves providing support to the Non-Resident (NR) channel across all branches within the Zone. 
  2. The candidate will be responsible for assisting with product training, client onboarding, and offering continuous support to clients, branches, and various channels related to the NR portfolio.

Responsibilities

  1. Achieve NR business objectives across the Zone by collaborating with Cluster/Segment Leaders to drive growth and acquisition. 
  2. Acquire NTB customers through referrals, alliances, networks, and branch partnerships, while guiding branch staff in end-to-end onboarding. 
  3. Support Segment RMs in NR acquisition and ETB portfolio management, generating forex income via FCNR forwards and cross-selling, and sharing insights on rates and products. 
  4. Maintain client relationships through mailers/calls, conduct training for staff and leaders to enhance product knowledge, and monitor key quality parameters like funding and account activation to improve portfolio performance.

Qualifications

Education Qualification: Graduate/ Post Graduate/ MBA

Min Exp: 5 years

Max Exp: 6 years