NRI Relationship Manager - Anand/ Surat/ Maninagar Locations

Job Description

SECTION I: BASIC INFORMATION Job TitleNRI Relationship Manager Grade Senior Officer / AM Management Band Juinor Management Business Unit Retail Banking Division Manager to Vice President Department Service Management Location : Anand/ Surat/ Maninagar Reporting to Senior Sales Manager SECTION II: ROLE SUMMARY To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities 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 People Management or Self-Management Responsibilities Risk and Internal Control Responsibilities SECTION IV: KEY INTERACTIONS Key Internal Interactions Purpose of Interaction Key External Interactions Purpose of Interaction SECTION V: KNOWLEDGE & EXPERIENCE KNOWLEDGE Minimum Qualifications Graduation (Post Graduate preferred) Professional Certifications NISM/ IRDA/ NCFM/JAIIB/CAIIB & such relevant certifications will be an added advantage Skills Good written and verbal communication skills Excellent networking & interpersonal skills Sensitive to issues of confidentially and compliance Market knowledge of Retail Banking/ Consumer Banking/ Branch Banking Knowledge of regulatory guidelines EXPERIENCE Years of Experience 0 - 5 years work experience in sales role (Banking & Financial Services Organizations preferred) SECTION VI: COMPETENCIES & KEY PERFORMANCE INDICATORSBEHAVIORAL COMPETENCIES Core Competencies Competency Name Behaviors Customer Focus Listens to and demonstrates an understanding of customers stated needs Delivers customer value through timely and quality execution Develops an understanding of problems and employs existing or new methods to find solutions Professional Entrepreneurship Takes proactive and constructive action at work with little or no direction from others Displays responsibility for problems, initiatives and tasks that lie within the domain of own role Drive for Results Seeks to understand the rationale for key decisions and understands implications for own role/ actions Displays a sense of urgency to deliver outcomes as per stated timelines Reacts to challenges by displaying an optimistic demeanor Influence and Impact Uses simple persuasion techniques to achieve the desired result / action / commitment from others Responds to stated requirements of internal/ external stakeholders by keeping a solution-oriented mindset Quality Focus Ensures adherence to quality standards in work/service delivery, identifies opportunities for improvement in routine course of work Adheres to laid down systems, procedures and identifies opportunities to enhance efficiency in own sphere of work through incremental improvement Leadership Competencies Lead the way Displays awareness and understanding of the external environment relevant to own area of work and can assess their impact on the business in which he operates Translates the Bank vision to own sphere of work and defines plan for achievement of the growth and scale objectives Actively seeks, identifies and promotes opportunities to try out new ideas Frequently communicates the organizational strategy and energizes employees within own region to realize Bank objectives and live the brand Lead and Develop people Sets performance expectations at the department level, monitoring performance, providing measurement systems, driving accountability and rewarding high performance Enables empowerment by assigning clear challenging tasks with definitive accountabilities, resources and authority Coaches and mentors employees to develop required skills, provides developmental tools and provides continuous feedback and support Enables Change Displays the ability to depart from traditional methods/behaviors and adapting quickly when situational constraints require new or different approaches Cascades the vision for change, and leads required transformation in structure, processes and capability to ensure a smooth transition Encourages team members to respond positively to changes, encouraging discussion, responding with empathy to their anxiety TECHNICAL COMPETENCIES Technical Competencies He should have understanding of basic MS- Office Interested candidates can share their cv on karishma.sansi.ext@yesbank.in/ 9769366982