Nri Relationship Manager

Axis Bank

3 - 8 years

5 - 10 Lacs

Kolkata

Posted:1 week ago| Platform:

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Skills Required

Nri Banking Target Achievement NR Portfolio Nri Sales Revenue Generation Casa NRI NRI Services

Work Mode

Work from Office

Job Type

Full Time

Job Description

About the Role:

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

Role Proficiencies:

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 handle pressure and meet deadlines
Good networking and relationship building skills

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