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Suresh Nair

Chief Consultant at Hiring Shop

Last Login: 04 October 2017

59817

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672

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648

RECRUITER ACTIONS

Job Code

482094

Associate Vice President - Relationship Manager - NR Clients - BFSI

10 - 17 Years.Delhi NCR/Mumbai/Bangalore/Kolkata/Chennai/Pune
Posted 6 years ago
Posted 6 years ago

- To deliver exceptional sales performance by identifying, acquiring and servicing NR customers with book size of 120cr.+ for their wealth management needs.

- To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management

- Accountable for achieving monthly & annual sales targets from NR clients.

- Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products.

- Aim to balance NTB (New to Bank NR customers) with increased penetration of existing NR customers to deepen the wallet share.

- Drive and deliver a radical improvement in customer service in the NR markets market through dynamic service leadership and the implementation of customer service strategy.

- Ensure highest levels of customer satisfaction.

- Interact with new customers to detail & explain all features & functions of products & assist in onboarding of NR customers.

- Ensure service levels are constantly improving.

- Manage customers issues on service or FX/investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.

- Ensure complete knowledge on all products (SA, TD, Investments, FX and insurance) & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.

- Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.

- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.

- Work hand in hand with fellow CBG RMs and Service Manager to ensure that all objectives of the team are met and there is team harmony and unity.

- Ensure compliance with operations risk and rigour requirements e.g. KYC and anti-money laundering measures.

- Establish the Bank as a wealth management provider in all NR markets. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks.

- Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer.

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Posted By

user_img

Suresh Nair

Chief Consultant at Hiring Shop

Last Login: 04 October 2017

59817

JOB VIEWS

672

APPLICATIONS

648

RECRUITER ACTIONS

Job Code

482094

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