NRI RM / CA RM / CASA / BDE - Bangalore

Job Role- *NRI Client Relationship Management:

Build and maintain strong relationships with NRI clients, understanding their financial goals, needs, and preferences. Act as the primary point of contact for NRI clients, addressing their inquiries, concerns, and providing prompt assistance.

Portfolio Management:

Business Development:

Compliance and Regulations:

Position Name- Relationship Manager- Exclusive

* Responsible for 360 degree management of customer including best etiquette and maintaining the highest form of service quality.
* To act as single point of contact for all the queries of customer, manage and maintain the relationship and run it towards increasing trend. * Achieving the targets and drive the sales in the existing to bank customers through cross sell and up sell activities. * Maintain the hygiene parameters like Re-KYC, Aadhar seeding, PAN updating etc above the benchmark for the portfolio.

*Knowledge in terms of managing the wealth customers and products available with the bank and devise sale strategies.

* Monitoring the portfolio of allotted customers, staying in touch with customers and moving the portfolio needle higher both in terms of monetary and product parameters.

Position - Business development executive - Branch Banking Vertical (Liabilities)

Job responsibilities :

• Financial Responsibilities : Acquisition of CASA & liabilities a/c from cold calling, market reference.

• Non-Financial Responsibilities : Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.

• Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.

• Responsible for acquiring new customers through multiple channels campaigns, branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry

• Achieving overall numbers and value targets as per scorecard.

• Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers.