NRI Relationship Manager
Full time @AV Global Advisory Services posted 2 months ago in BankingJob Detail
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Salary Yearly
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Career Level Manager
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Experience 6 -8 Years
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Gender Any
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Qualifications UG
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LocationChennai, Bangalore, Hyderabad
Job Description
Urgent Vacancy with Leading Bank
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Role – NRI Relationship Manager
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Location – Chennai, Bangalore, Hyderabad.
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Key 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.