Maxim Castelino

Editor
DISC Type : SC

Credit Advisor at MCC Bank Ltd

Mangaluru, Karnataka, India

Overview

Maxim Castelino is a seasoned banking professional with a lengthy career at Canara Bank and a current role as Credit Advisor at MCC Bank Ltd. His expertise spans Forex transactions, internal audits, and project funding. He holds a Bachelor of Arts from Osmania University and is a Certified Associate of the Indian Institute of Bankers.

Maxim remains actively engaged with his professional community, participating in the Canara Bank Retired Officers Association events. He maintains strong connections with former colleagues and contributes to the associations activities, demonstrating a commitment to his professional network even after retirement.

After a long career as a Chief Manager, he now actively trains current bank staff on banking policies and fraud awareness.

Personality Overview

Skeptic

Objective Thinker

Fact-Driven

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

Topics They Care About

Banking Knowledge Transfer
As an advisor, he gives talks to current bank staff on the importance of having thorough knowledge of banking products, policies, and RBI guidelines to provide the best customer service.
Financial Fraud Prevention
He actively advocates for educating both bank staff and customers on how to be aware of and prevent financial fraud happening through various platforms.
Credit & Loan Processing
His current role is Credit Advisor, and his career includes extensive experience in processing credit proposals, loan processing, and scrutinizing project funding proposals.

Media Appearances

Maxim has no verified media appearances

Work History

6-2022
Credit Advisor at MCC Bank Ltd
1-2022
Chief Manager - Recruitment & Financial Services at JAAC Consultancy
5-2016 - 5-2021
Chief Manager at Canara Bank
4-2014 - 4-2016
Senior Manager at Canara Bank

Education

Certified Associate of Indian Institute of Bankers (CAIIB) from Indian Institute of Banking and Finance
Bachelor of Arts (B.A.) from Osmania University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Mangaluru, Karnataka, India Job Level : Middle Designation : Credit Advisor at MCC Bank Ltd
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Insights For Selling To Maxim

During A Call Or A Meeting

DO's

  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Maxim is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Maxim

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Maxim move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Maxim take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Maxim

Personality Compatibility


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