NRI Relationship Manager

V Konnect

6 - 11 years

10 - 15 Lacs

Gurugram

Posted:2 weeks ago| Platform:

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Skills Required

Relationship Management investments relationship Relationship Building Financial Planning banking relationship NRI Relationships

Work Mode

Work from Office

Job Type

Full Time

Job Description

Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from NRI segment
Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
Identify current and potential relationship with additional revenue potential and grow business
Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
Proactively sell the full range of consumer and commercial product to current and potential NRI Relationships of the bank
Increase CASA balance in allocated portfolio either through Deepening or Acquisition
Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with the Bank
Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
Face to the client and First person Responsible for service and sales satisfaction of mapped clients
Financial Planning and Investment Advisory to NRI clients
Driving revenue business to generate fee income through products like mutual funds, investments and insurance
Ensure all sales activity is recorded online as per the organizational process
Capture and maximize the business opportunity through detailed client profiling as per organizational process

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