5 - 10 years
5 - 15 Lacs
Posted:2 weeks ago|
Platform:
Work from Office
Full Time
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.
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