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Job Overview



Job Role

Investment Banking

Functional Area

Investment Banking, Private Equity & VC

Work preferred

Work from Office


Min Experience

4 Years

Max Experience

8 Years


Roles and Responsibilities Job Purpose Objective of CSRM-MSME is to have effective engagement of Bank with the Branch Managed Corporates. To manage an allocated portfolio of profitable corporate salary relationships and their key decision makers so as to build, deepen and enhance the overall relationship and to grow the business. To increase the Bank’s engagement with the smaller corporates for active management of the Employee relationships, thereby increasing our wallet share, enhancing the relationship value and increasing cross-sell penetration of other products in the corporate base both in number and value Job Responsibilities(JR) : Acquisition To generate new corporate relationship (COCO’s) To conduct regular activities in corporates /ATM’s for lead generation To generate cross sales of various liability/asset products Acquiring new customers who meet product criteria Market penetration To increase salary penetration of bank’s share in corporates having multiple banking relationship Deepening of the salary relationship - new account acquisition and value build up in existing accounts Customer service To understand the offer/arrangement made to the Corporate by the bank To identify and resolve service issues of the Corporate To ensure that all accounts signed up with the corporate gets salary credits Servicing all financial needs of the flagged customer Customer engagement CSRM-MSME to visit 100% portfolio corporates at least once in 2 months by mode of Personal Visit. 20 unique corporates to be visited every month CSRM-MSME to be the single point of contact for all the corporate key decision makers. Cross Sales Selling all products to the relationship - core and cross sell Each CSRM-MSME Sales Officer to meet productivity and should source min 75 accounts per month. Operations & Digitalisation To maintain call reports and MIS as required Ensure that all corporates are migrated on to E-net salary upload system Role: Relationship Manager Salary: Not Disclosed by Recruiter Industry: Banking Functional Area BFSI , Investments & Trading Role Category Life Insurance Employment Type: Full Time, Permanent Key Skills Corporate Salary Customer Service Corporate Relations Lead Generation Cross Selling Cross Sales Relationship Management Banking Operations Customer Engagement Education UG: Any Graduate Company Profile Forret India Private Limited Forret India was founded in 2008 with a strong perspective of providing better services and quality staff to customers. Forret India is one of the India's leading providers of executive search consulting services. The organization has rapidly advanced towards excellence by providing credible Placement Consultancy and Recruitment Services. Inspired by the positive feedbacks of Employers as well as the Employees, placed by us, we aim to act as a bridge between them and help in building a long lasting and mutually profitable professional relationship among them. Company Info Recruiter Name: Vishal Varma Contact Company: Forret India Private Limited Telephone: +91-XXXXXXXXXX Website: