Job Description
A. Acquisition
To generate new corporate relationship (COCOs)
To conduct regular activities in corporates /ATMs for lead generation
To generate cross sales of various liability/asset products
Acquiring new customers who meet product criteria
B. Market Penetration
To increase salary penetration of banks share in corporates having multiple banking relationship
Deepening of the salary relationship - new account acquisition and value build up in existing accounts
C. 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
D. 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
E. 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
F. Operations & Digitalisation
To maintain call reports and MIS as required
To generate new corporate relationship (COCOs)
To conduct regular activities in corporates /ATMs for lead generation
To generate cross sales of various liability/asset products
Acquiring new customers who meet product criteria
B. Market Penetration
To increase salary penetration of banks share in corporates having multiple banking relationship
Deepening of the salary relationship - new account acquisition and value build up in existing accounts
C. 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
D. 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
E. 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
F. Operations & Digitalisation
To maintain call reports and MIS as required
💡 Quick Summary
Seeking a career-building opportunity? The RBB|MSME CSRM position is now open for candidates interested in the Bank Jobs sector. This role in Ghaziabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.