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NRI Relationship Manager @ AV Global Advisory

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 NRI Relationship Manager

Job Description

    Urgent Vacancy with leading banking

     

    Role - NRI Relationship Manager

     

    Experience - Minimum 2-5 Years of experience in handing NRI,NRI Sales, HNI, Wealth customers from any private banking

     

    Locations -  Kunnamkulam, Palarivattom, Karamana, Thiruvalla, Alappuzha, Kazhakuttam, Kottayam Across Kerala

     

     

    Job Role

    - 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.

     

    Interested applicants can share profile on hidden_emailhidden_mobile

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Pre-Sales
Functional Area: Not Specified
Role/Responsibilies: NRI Relationship Manager

Contact Details:

Company: AV Global Advisory
Location(s): Kerala,

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Keyskills:   nri wealth nri relationship manager hni

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₹ 4 to 9 Yr

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AV Global Advisory

Leading NBFC