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4.0 - 7.0 years
4 - 7 Lacs
Navi Mumbai, Maharashtra, India
On-site
Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. - Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. - Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. - Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies. - Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction. Preferred candidate profile - Bachelor's degree in Business, Finance, or related field. - Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry. - Strong understanding of NRI banking products, services, and regulatory requirements. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients. - Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. - Proficiency in relevant software and CRM systems
Posted 1 month ago
4.0 - 7.0 years
4 - 7 Lacs
Chennai, Tamil Nadu, India
On-site
Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. - Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. - Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. - Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies. - Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction. Preferred candidate profile - Bachelor's degree in Business, Finance, or related field. - Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry. - Strong understanding of NRI banking products, services, and regulatory requirements. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients. - Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. - Proficiency in relevant software and CRM systems
Posted 1 month ago
4.0 - 7.0 years
4 - 7 Lacs
Bengaluru / Bangalore, Karnataka, India
On-site
Role & responsibilities We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service. - Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts. - Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences. - Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives. - Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner. - Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services. - Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies. - Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction. Preferred candidate profile - Bachelor's degree in Business, Finance, or related field. - Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry. - Strong understanding of NRI banking products, services, and regulatory requirements. - Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients. - Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment. - Proficiency in relevant software and CRM systems
Posted 1 month ago
3.0 - 8.0 years
7 - 17 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
Responsible for acquiring and managing affluent client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.
Posted 1 month ago
7.0 - 12.0 years
12 - 17 Lacs
Bengaluru
Work from Office
Job description To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics. Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book Provide clarity of business objectives to the mapped RMs Monitoring sales and service processes of the RMs Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy Manage and control attrition in the NTB and ETB mapped book of the RMs Increase the liability book size of NTB and ETB customers mapped to the reporting RMs Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process To enhance and retain customer profitability by capturing larger share of wallet Ensure all customers are accurately profiled Ensure right products and investment advisory services are provided to the customers by the mapped RMs Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests Recruitment and training of the relationship management team Ensure timely certifications for all mapped RMs Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024
Posted 1 month ago
1.0 - 5.0 years
3 - 6 Lacs
Hyderabad, Chennai, Bengaluru
Work from Office
Job Title- NRI Relationship Officer To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment KEY RESPONSIBILITIES/ ACCOUNTABILITIES Responsibilities • To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix • To achieve monthly customer acquisition target • To cross- sell other Banking and Asset products • To cross-sell TPP products to the acquired customers • To maintain good relationship with the customers and seek referrals • To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions • To activate customers on digital channels, hooks and attachment products • To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking • To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators • To adhere to sales process & KYC Norms of the bank • Catchment scoping and generation of NTB leads in the BSA of mapped branch
Posted 1 month ago
5.0 - 10.0 years
6 - 12 Lacs
Mumbai, Maharashtra, India
On-site
Role & Responsibilities: As an NR (Non-Resident) Relationship Manager , you will be responsible for managing and growing relationships with Non-Resident Indian (NRI) clients. Your role will involve providing tailored financial solutions, driving customer acquisition, and ensuring high levels of client satisfaction. Portfolio Management: Manage and enhance the portfolio of NRI clients by offering personalized banking and investment solutions. Conduct regular portfolio reviews to assess client needs and suggest appropriate financial products. Ensure compliance with banking regulations, KYC norms, and risk management guidelines. Client Acquisition & Business Development: Identify and acquire new NRI customers through referrals, networking, and targeted outreach. Develop strategies to grow the NRI customer base and expand market penetration. Collaborate with internal teams to offer wealth management, insurance, and investment products. Client Servicing & Relationship Management: Provide end-to-end banking solutions, including deposits, remittances, loans, and investment services. Act as a trusted advisor to clients, understanding their financial goals and offering customized solutions. Address client queries, resolve issues promptly, and ensure a seamless banking experience. Cross-Selling & Revenue Generation: Drive sales of banking and financial products such as fixed deposits, mutual funds, insurance, and forex services. Collaborate with product teams to introduce new offerings and enhance customer engagement. Achieve business targets related to revenue, customer retention, and portfolio growth. Preferred Candidate Profile: Experience: [Specify, e.g., 3-8 years] in NRI banking, wealth management, or relationship management. Strong understanding of banking products, financial markets, and investment instruments. Proven track record in client acquisition, portfolio management, and revenue generation. Excellent communication, interpersonal, and negotiation skills. Ability to work in a dynamic, target-driven environment. Certifications such as NISM, IRDA, or CFP (preferred but not mandatory). Perks & Benefits: Attractive salary with performance-based incentives. Health insurance and wellness programs. Learning and development opportunities for career growth. Exclusive banking benefits for employees. Dynamic work environment with opportunities to interact with global clients.
Posted 1 month ago
4.0 - 9.0 years
8 - 18 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.
Posted 1 month ago
10.0 - 20.0 years
15 - 30 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.
Posted 1 month ago
10.0 - 20.0 years
25 - 37 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.
Posted 1 month ago
10.0 - 20.0 years
25 - 37 Lacs
Pune, Ahmedabad, Bengaluru
Work from Office
In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.
Posted 1 month ago
0.0 - 5.0 years
1 - 4 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Graduate/Post Graduate (fresher or Exp)+NISM Certificate may Apply Fluent Coms in English & hindi May apply Salary 14.5k for Fresher & upto 25k for Exp 9-6pm (sun+ alt Sat off Call 9137797705 Isha email- hyflyhr9@gmail.com www.hyfly.in Required Candidate profile Handling Inbound calls Making Outbound calls to allotted privilege customers Resolving Customers query for their Saving account, Demat Account etc Proactive Updates to customers on their investment Perks and benefits Medical Allowance + Daily Allowance
Posted 1 month ago
4.0 - 9.0 years
6 - 16 Lacs
Ahmedabad, Bengaluru, Delhi / NCR
Work from Office
In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.
Posted 1 month ago
3.0 - 8.0 years
7 - 17 Lacs
Ahmedabad, Bengaluru, Delhi / NCR
Work from Office
Responsible for acquiring and managing affluent client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.
Posted 1 month ago
0.0 - 5.0 years
3 - 5 Lacs
Mumbai, Thane, Navi Mumbai
Work from Office
Hiring for Below Role Phone Banking Officer Customer relationship manager Service Assurance manager Escalations manager Complaints Manager Virtual Relationship manager Personal Banker on Call Call 9082104424 Sanika hyflyhr9@gmail.com www.hyfly.in Required Candidate profile No Field Job Need to work in bank's Own contact center and solve queries over phone knowledge of Banking process / credit cards / insurance / Mutual Funds will be added advantage www.hyfly.in Perks and benefits Bank Payroll Bonus Many more
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Bengaluru
Work from Office
Job Description NRI Relationship Officer To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix To achieve monthly customer acquisition target To cross- sell other Banking and Asset products To cross-sell TPP products to the acquired customers To maintain good relationship with the customers and seek referrals To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions To activate customers on digital channels, hooks and attachment products To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators To adhere to sales process & KYC Norms of the bank Catchment scoping and generation of NTB leads in the BSA of mapped branch.
Posted 1 month ago
5.0 - 10.0 years
5 - 15 Lacs
Ahmedabad, Rajkot, Surat
Work from Office
Job Description: Role: RM / Senior RM - CASA /NR RM/GIB / Commercial RM Experience: 5-8 years Qualification: CA/ MBA(Finance) Location: Surat, Ahmedabad Key Responsibilities: Business Development: Identify and target potential clients in Commercial banking space, understand their funding requirements and onboard them. Build and maintain strong relationships with key decision-makers (CFOs, Treasurers) promoter level. Product Knowledge: Have in-depth knowledge of various lending products like CC, OD, LC, BG,TL, Pre shipment & Post shipment finance. Credit Knowledge: Should know credit appraisal & KAM preparation. Deal Structuring: Design and structure customized lending solutions based on client requirements and risk appetite. Documentation: Ensure timely and accurate documentation. Portfolio Management: Monitor the performance of the portfolio, manage risks, and ensure timely repayments. Customer Service: Client servicing & relationship management. Stay updated on industry trends, regulatory changes and competitive landscape in the commercial Banking space. Excellent communication, interpersonal, and presentation skills. Analytical and problem-solving skills. Experience in large business banking / mid-market is preferred.
Posted 1 month ago
5.0 - 10.0 years
5 - 15 Lacs
Visakhapatnam
Work from Office
Responsibilities: Manage NRI relationships through sales & service delivery Ensure compliance with regulatory requirements Drive HNI acquisitions & retention strategies Oversee portfolio management activities
Posted 1 month ago
1.0 - 6.0 years
1 - 4 Lacs
Ahmedabad
Work from Office
Job Description NRI Relationship Officer To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix To achieve monthly customer acquisition target To cross- sell other Banking and Asset products To cross-sell TPP products to the acquired customers To maintain good relationship with the customers and seek referrals To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions To activate customers on digital channels, hooks and attachment products To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators To adhere to sales process & KYC Norms of the bank Catchment scoping and generation of NTB leads in the BSA of mapped branch.
Posted 1 month ago
1.0 - 6.0 years
2 - 4 Lacs
Chennai
Work from Office
Job Description NRI Relationship Officer To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment KEY RESPONSIBILITIES/ ACCOUNTABILITIES Core Responsibilities To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix To achieve monthly customer acquisition target To cross- sell other Banking and Asset products To cross-sell TPP products to the acquired customers To maintain good relationship with the customers and seek referrals To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions To activate customers on digital channels, hooks and attachment products To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators To adhere to sales process & KYC Norms of the bank Catchment scoping and generation of NTB leads in the BSA of mapped branch.
Posted 1 month ago
4.0 - 9.0 years
7 - 17 Lacs
Ahmedabad, Bengaluru, Delhi / NCR
Work from Office
Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.
Posted 1 month ago
3.0 - 8.0 years
5 - 15 Lacs
Ahmedabad, Bengaluru, Delhi / NCR
Work from Office
Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.
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 1 month ago
4.0 - 9.0 years
6 - 16 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
In This role involves managing the sales, distribution, and operational elements of branches catering to high-net-worth individuals and focus will be on achieving sales objectives and extending the branch network.
Posted 1 month ago
4.0 - 9.0 years
7 - 17 Lacs
Ahmedabad, Bengaluru, Delhi / NCR
Work from Office
Responsible for acquiring and managing client portfolios, offering personalized investment advice to grow AUM and to maintain strong client relationships while coordinating with internal teams to deliver suitable financial solutions.
Posted 1 month ago
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