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6.0 - 11.0 years
6 - 11 Lacs
delhi, india
On-site
To generate revenue, from sourcing NR new to bank relationships from identified verticals and by cross selling of Wealth and business banking products to individuals and business owners Role & responsibilities Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of wealth products like Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing, individual (NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial ...
Posted 2 months ago
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 sup...
Posted 4 months 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 id...
Posted 4 months ago
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