Relationship Manager - FI & Agriculture (Location : Mysore)

☞ CSB Bank

View: 104

Update day: 15-05-2024

Location: Mysore Karnataka

Category: Agriculture / Forestry / Fishery

Industry:

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Job content

Relationship Manager - FI & Agriculture ...MFT2757

    Retail BankingCity - Mysore
    Required Experience
    1 - 5 Years
    Posted On
    22 Jun 2023
Basic Section
No. Of Openings
4
Grade
NA1
Designation
Others
Closing Date
31 Aug 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 - Maharashtra
Sub Org Unit 4
Others
Sub Org Unit 5
Others
Sub Org Unit 6
Others
Branch/Department Code
991
Branch/Department Name
HO - Financial Inclusion And Agriculture
Country
India
Geographic Zone
South
State
Karnataka
City
Mysore
Worksite
City - Mysore
Worksite Code
Generic - Mysore
Skills

Skill

CROSS SELLING

AGRIBUSINESS

PORTFOLIO MANAGEMENT

MARKET RESEARCH

RETAIL

BUSINESS ACQUISITION

RELATIONSHIP MANAGEMENT

AGRI FINANCE

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: 29-06-2024

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