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About Affluent Business

Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.About the RoleThe 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 superior customer experience.Key ResponsibilitiesProvide financial solutions to the NRI customers while maintaining high service standardsMaintain complete customer profile including the risk profile, demographics and assets in the bankMaintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offeringsEnrich relationships and garner higher wallet share through customer engagement activitiesDeepen the existing relationships by cross selling the Banks products and services/ third party investment productsReview the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to IndiaIdentify potential customers who can be sold tailored products to enhance product penetrationAcquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branchesAchieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM systemComply with KYC/SEBI rules, regulations, and legislation governing the BankQualificationsGraduation from a recognized instituteAMFI and NCFM certificationsRole ProficienciesKnowledge of banking products and servicesAbility to manage complex client situationsGood communication (both verbal and written) skill in both English and the local languageAbility to handle pressure and meet deadlinesGood networking and relationship building skills#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"