Nri-personal Banker @ Bridge Consultants

Job Description

Job Profile :

Designation NRI - Personal Banker

Job Responsibilities :

• HNW Portfolio Management
• Identify existing branch customers who meet Classic program criteria and flag them on the system to upgrade these customers under the program
• Acquire new customers who meet product criteria and flag them on the system
• Regularly interact with the customer to build relationships and understand the profile.
• Liability products CASA, FX, Quickremit etc
• Operations, Marketing & Processes
• Contact 15 unique customers daily for sales calls
• Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
• Update any Event Based Triggers (EBTs)
• Update any portfolio client related process like LTR and any other such system as informed from time to time
• Handling Service Request for program clients
• Ensure certification of documentation required for opening and maintaining customer accounts
• Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)
• Increase in market share
• Look for opportunities to cross sell any other product of the Bank, to ensure that  is a one stop shop & solution for all banking needs of the NRI Customer
• Product Penetration & contribution towards focused product
• Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.
• Customer Services: Ensure quality customer service is delivered.
• All customer queries and complaints to be resolved the same day.
• Ensure the customer is informed about any regulatory or process change.
• Keep the customer updated on program features.
• Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT.

Candidate Profile:

• Excellent English communication
• Experience: Min 1.5 yrs in sales.
• Location: Bangalore

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   relationship management banking sales casa sales liability products sales cross selling