NRI Relationship Manager - Banking @ Aditya Birla Sun Life

Job Description

Roles and Responsibilities 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 Desired Candidate Profile Minimum 4-5 years of experience in handling NR/HNI Customers, currently working as RM in any private sector Bank, NBFC can apply. Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills https://in.joblum.com/job/nri-relationship-manager-banking/hidden_mobile

Employement Category:

Employement Type: Full time
Industry: Others
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: NRI Relationship Manager - Banking

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Keyskills:   Customer Relationship Management Cross Selling Product Penetration KYC Banking Products Client Management Communication Skills Networking Relationship Building Financial Solutions SEBI Rules