Relationship manager- Agri

☞ CSB Bank

View: 101

Update day: 30-05-2024

Location: Kakinada Andhra Pradesh

Category: Agriculture / Forestry / Fishery Finance / Bank / Stock Insurance Executive management Sales Serving / Cleaner / Maids PG / PB / Reception Event

Industry: Financial Services

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Job content

Relationship Manager- AgriMFT5096

    Retail BankingKakkinada
  • Required Experience
    1 - 5 Years
  • Posted On
    24 Dec 2021

Basic Section
No. Of Openings
1
Grade
NA1
Designation
Others
Closing Date
07 Jan 2023
Organisational
Organisation
CSB Bank
Organization Unit
Retail & SME (Business And Risk), Operations & IT
Sub Org Unit 1
Retail Banking
Sub Org Unit 2
Financial Inclusion And Agriculture
Sub Org Unit 3
FI & Agri – AP & Telengana
Sub Org Unit 4
Others
Sub Org Unit 5
Others
Sub Org Unit 6
Others
Country
India
Geographic Zone
South
State
Andhra Pradesh
City
East Godavari
Worksite
Kakkinada
Worksite Code
485

Skills

Skill

CROSS SELLING

AGRIBUSINESS

MARKET RESEARCH

RELATIONSHIP MANAGEMENT

Minimum Qualification

GRADUATE

CERTIFICATION

No data available

Working Language

ENGLISH

Job Description
  • Sourcing of new customers for Agri and MSME business
  • Onboarding of sourced accounts
  • Cross sell of liability, insurance and retail asset products

1. Sourcing of New Accounts

a. Sourcing of the potential agri and MSME customers from the branch network assigned and mapped

b. Referral based activity by engaging with the existing and new customer base

c. Achievement of allocated sourcing budget in terms of numbers & value

d. Comply with the regulatory requirements for classifying the customer as per the guidelines

2. Customer Onboarding

a. Timely onboarding of new customers to bank by ensuring the defined turnaround time

b. Activating transactions in the account and service the customer on a regular basis

3. Portfolio Management

a. Every relationship sourced is to be managed by the RM throughout the life of the relationship

4. Cross Sell

a. Increase wallet-share by cross-selling & up selling

b. Seek the support of Insurance / retail loans / SME loans / other teams for cross selling

c. convert CSB accounts as primary accounts of customers

5. Others

a. Ensure consistent customer experience at all touch points

b. Be professional & courteous in communication - telephone, email, letter and in person

d. Understand products & prevailing industry practices and trends and suggest system /process changes required, to respective verticals

6. Compliance

a. Ensure KYC compliance while account opening, so that exceptions are nil and account is opened with minimum TAT

b. Ensure proper customer awareness of the features of the product so that mis-selling does not occur

7.Any other duties and responsibilities, assigned by the Bank

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Deadline: 14-07-2024

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