NRI Relationship Manager

3 - 7 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Role And Responsibilities To ensure more wallet shares to the customers to avoid devaluation of securities To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa (Primary bankers have 200 clients) Managing relationships to improve the relationship value of existing customers Ensuring products, the customers according to their requirements Deliverables Maintain and deepen the relationships with the customers Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling, and requirements Ensure compliance as per the bank's requirements Maintain regular contact with clients Skills And Competencies Ability to analyze data Ability to use tools related to wealth products (such as funds and investments, insurance and risk protection, etc) Maintaining external network i.e. to maintain contact with the customers Attitude to service clients by providing them smooth and superior service delivery,

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