Acquisition Relationship Manager - NR

2 - 3 years

4 - 7 Lacs

Posted:6 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

An Acquisition Relationship Manager for Non-Resident (NR) business isresponsible for acquiring new Non-Resident Indian (NRI) clients for a bank, managing their financial needs, and growing their portfolio through cross-selling various banking products. Key duties include meeting new customer acquisition targets, building rapport, providing financial advice, and ensuring customer satisfaction through strong relationship management.

Key Responsibilities

  • New Client Acquisition:

    Proactively acquire new NRI clients through various channels like referrals from existing clients, overseas branches, stockbrokers, and by building local B2B partnerships.
  • Portfolio Growth:

    Expand the existing customer portfolio through new account acquisition and value building in existing accounts.
  • Cross-selling and Upselling:

    Sell a wide range of bank products, including investments, structured products, insurance, and loans, to meet both client needs and sales targets.
  • Client Service and Support:

    Provide high-quality service to high-net-worth clients by resolving their queries, issues, and providing financial advice.
  • Sales Target Achievement:

    Consistently meet or exceed assigned revenue and sales targets on a month-on-month basis.
  • Market and Customer Insights:

    Gather feedback on customer needs and market trends to help inform business strategies.

Essential Skills

  • Strong communication and interpersonal skills to build rapport and trust.
  • Ability to work independently and handle multiple tasks.
  • Financial knowledge, including investments and banking products.
  • Sales and negotiation skills.
  • Proficiency in using telephonic and other communication channels effectively.

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Indusind Bank logo
Indusind Bank

Banking and Financial Services

Mumbai

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