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Savitri

AM at Confluence Consulting

Last Login: 25 October 2019

1577

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102

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Job Code

224479

Global Relationship Leader - NRI/HNI/UHNI - Bank

3 - 7 Years.Others
Posted 8 years ago
Posted 8 years ago

Global Relationship Leader

Looking for a leading bank in Mumbai.

Experience of minimum 3-6 years as NRI Sales/ Product handling in a private sector or foreign bank

- Acquire HNI / Ultra HNI clients in GCC and Africa for India linked banking and investment products

- Successfully consult NRI clients on strategic asset allocation and seek more business / referrals

- Increase assets under management through client development, prospecting, and consultative selling

- Build relationships with existing clients / NRI associations / Indian embassy etc in international to tap for fresh client acquisition

- Deliver exceptional client service and work closely with advisors to give sophisticated financial advice across a range of products and asset classes

- Pitching and delivering presentations to existing and prospective clients

- Maximise the acquisition and retention of clients by the bank and to work closely with the investment product team to identify new opportunities

- Act as first point of contact to liaise between the bank and its client

- Delivery of investment products to clients

Key Skills :

- Good written and verbal communication skills

- Fully conversant with MS Office

- Excellent networking & interpersonal skills

- Sensitive to issues of confidentially and compliance

- Market knowledge of - Branch Banking-

- Knowledge of regulatory guidelines

- Willing to travel overseas frequently

Location : Mumbai

Required Experience : 3-6 yrs

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Posted By

user_img

Savitri

AM at Confluence Consulting

Last Login: 25 October 2019

1577

JOB VIEWS

102

APPLICATIONS

25

RECRUITER ACTIONS

Job Code

224479

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