The Role
Provide zone-level support for the Non-Resident (NR) channel: assist product training, client onboarding, and branch support; drive NR business growth and NTB acquisition; support segment RMs in portfolio management; generate forex income via FCNR forwards and cross-selling; maintain client relationships and monitor funding and account activation metrics.
Summary Generated by Built In
- This role involves providing support to the Non-Resident (NR) channel across all branches within the Zone.
- 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.
- Achieve NR business objectives across the Zone by collaborating with Cluster/Segment Leaders to drive growth and acquisition.
- Acquire NTB customers through referrals, alliances, networks, and branch partnerships, while guiding branch staff in end-to-end onboarding.
- 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.
- 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.
Education Qualification: Graduate/ Post Graduate/ MBA
Min Exp: 5 years
Max Exp: 6 years
Skills Required
- Graduate / Post Graduate / MBA
- 5-6 years of relevant experience
- Knowledge of Non-Resident (NR) banking products and forex (including FCNR forwards)
- Experience in client onboarding and conducting product training for branches and staff
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The Company
What We Do
CSB is a full service bank established in 1920 and headquartered in Thrissur, Kerala. CSB has over 703 branches covering not just the district headquarters and large towns but also semi-urban and rural centers. Thanks to its unique origin and history, CSB is considered a household banking brand in Kerala. CSB offers Retail, Wholesale and SME Banking services through its footprint of over 703 branches across the country serving over 2 million customers.
