8 Non Resident Jobs

Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Kerala Designation : NRI - Relationship Manager Location : Kochi, Trivandrum Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proacti vely track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stockbrokers, expats of shipping companies, overseas branches. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

Hi, We have an excellent Opening in Leading Bank for NRI - RM Profile. Designation : NRI - Relationship Manager Location : Bangalore & Chennai Job Role : Individual Job Responsibilities: Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers. Increasing the wallet share of NR customers and grow the book size Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. Handling Inward & Outward remittances Help the Branches in Promotional and Lead generation activity for NR accounts to meet NR budget targets Assist and train the Branches on NR Product and Processes Handling all service requests for NR HNW customers Implementation of the Sales Process Managing / servicing existing client relationships and bring in new relationships through referrals/ active solicitation. Resolution of customer queries & complaints Client interaction will be on e-mail/ phone. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Immediate requirment for Leading bank We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 5- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact : Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review : Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling : Identify the client's risk profile and tailor solutions accordingly. Investment Products : Identify and propose potential investment products based on client requirements. Wealth Management Solutions : Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development : Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge : Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution : Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance : Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports : Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge : Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management : Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings. Interested applicants can apply or WhatsApp profiles to 7305390183

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), /Wealth focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 8 -12 years in HNI/NRI/ wealth customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to wealth customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

RM- CA & TFX: a. Identify and prospect potential customers for current account and trade forex services b. Build and maintain relationships with corporate clients, SMEs, and high net-worth individuals c. Conduct market research to identify opportunities for business development and expansion d. Collaborate with internal teams to customize solutions and services to meet customer needs Prepare and deliver presentations, proposals, and sales pitches to prospective clients e. Achieve sales targets and KPIs set by the management f. Stay updated on industry trends, market conditions, and competitor activities

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 3 -8 years in HNI/NRI customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to Priority and NRI customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

We need candidates who are experienced in managing relationships with High Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs), focusing on financial solutions, cross-selling, customer acquisition, and compliance. Experience Required : 3 -8 years in HNI/NRI customer handling from Banks/NBFC Key Responsibilities: Provide Financial Solutions : Deliver customized financial solutions to Priority and NRI customers while maintaining the highest service standards. Maintain Customer Profiles : Ensure all customer profiles are up-to-date, including risk profiles, demographics, and assets held with the bank. Engage and Enhance Relationships : Foster and deepen relationships with existing clients through targeted engagement activities to increase wallet share. Cross-sell Products and Services : Promote and cross-sell a wide range of the Banks products and services, as well as third-party investment products, to enhance client relationships. Identify Potential Clients : Identify and target potential customers for tailored products, improving product penetration and meeting customer needs. New Customer Acquisition : Actively acquire new customers by converting referral leads into active clients. Achieve Targets : Meet and exceed monthly targets set by the organization. Record Engagement Activities : Maintain detailed records of all customer interactions and engagement activities in the CRM system for tracking and analysis. Compliance : Ensure full compliance with KYC, SEBI regulations, and all relevant legislation governing the Bank's operations.

Hi We have an excellent Opening in Leading Bank for NRI - RM Profile - Bangalore Designation : NRI - Relationship Manager CTC : up to 12Lacs Location : Hyderabad Job Responsibilities: 1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. 2. Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. 3. Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India. 4. To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. 5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, overseas branches. If interested, apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |