5.0 - 10.0 years

6 - 9 Lacs

Jamnagar, Porbandar, Rajkot

Work from Office

Role & responsibilities The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. 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 Preferred candidate profile Role Proficiencies: Optimal qualification for success on the job is: Graduation from a recognized institute AMFI and NCFM certifications Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

Posted 1 month ago

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Urgent Hiring For NRI Relationship Manager V Konnect

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.

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