Relationship Manager - NR & HNW| Thiruvananthapuram

Posted 5 Days Ago
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Thiruvananthapuram, Kerala, IND
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Support the Non-Resident channel across the zone by assisting client onboarding, product training, and ongoing branch/client support. Drive NR business objectives and NTB acquisition, support segment RMs in portfolio management and forex income generation (FCNR forwards), conduct staff training, maintain client relationships, and monitor funding and account activation to improve portfolio performance.
Summary Generated by Built In
  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

Skills Required

  • Graduate/ Post Graduate/ MBA
  • 5-6 years of relevant experience
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The Company
HQ: Thrissur, Kerala
5,753 Employees
Year Founded: 1920

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.

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