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0.0 - 3.0 years
2 - 5 Lacs
Kollam, Coimbatore, Bengaluru
Work from Office
Bangalore, Coimbatore, Kollam/Kottayam Candidates from Br Banking, Financial Services, Insurance, Nbfc, Bfsi with experience in Portfolios Mgmt. & Acquisitions of Current Account & Banking products are a right fit Acquire & retain NRI customers managing their portfolios Max Age ;36 yrs Freshers wanting to make career in Sales can apply for BDO role Role & responsibilities Preferred candidate profile Candidate Profile; Grads/MBA's with 1 - 5 yrs of Banking Sales experience into Branch Banking, Third Part products , Portfolio Mgmt, NRI clients (NR RM/RO). Immediate joiners also can apply
Posted 2 weeks ago
1.0 - 6.0 years
6 - 11 Lacs
New Delhi, Navi Mumbai, Gurugram
Work from Office
Core Responsibilities Relationship Management Manages HNI NRI customers and has demonstrated acumen for business acquisition of HNI/NRI customers in the existing portfolio Candidate should have a clear focus on large value to grow the NRI book size for the branch Sources new HNI NRI relationships every month and also focus on FCNR/NRE/NRO term deposits undertakes cross sell of third party products like Life Insurance and Mutual Funds Self-Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role, and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.
Posted 1 month ago
3.0 - 8.0 years
6 - 12 Lacs
Mumbai Suburban, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - 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 volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. - Prospect and acquire new NRI customers through various channels, including referrals, networking, and digital platforms. - Build and maintain strong relationships with NRI clients by understanding their financial goals and offering personalized banking solutions. - Provide expert advice and guidance on NRI banking products and services, including NRE/NRO accounts, remittances, investments, and wealth management solutions. Perks and benefits:- Attractive Growth, Conveyance and Joining/Confirmation Payouts
Posted 1 month ago
5.0 - 10.0 years
5 - 15 Lacs
Kochi, Hyderabad, Bengaluru
Work from Office
Key Responsibilities: - Provide financial solutions to the NRI customers while maintaining high service standards. - Maintain complete customer profile including the risk profile, demographics and assets in the bank. - Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. - Enrich relationships and garner higher wallet share through customer engagement activities. - Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products. - Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India. - Identify potential customers who can be sold tailored products to enhance product penetration. - Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches. - Achieve targets as assigned by the organization on a monthly basis. - Record and track all engagement activities through the CRM system. - Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
Posted 2 months ago
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