Banking Partner - NR Business
Role Details : This is an individual role responsible for managing NRI Portfolios of the Branch for incremental deepening value, sourcing high end NR Business accounts & generating fee based income.
Overall Job Description :
- Acquisition of key clients & high net worth customers & addition of these clients to the existing portfolio for book growth.
- Building client rapport with corporate sector/NR clients.
- Providing financial advice related to investments, insurance, simple banking transactions.
- Delivering the target number with quality and customer delight.
- Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers.
- Sourcing NRI customers & thereby generating fee based income.
EDUCATION :
Essential requirement : Graduate, Post Graduate, preferred exposure to financial subjects.
Preferred : Preferred exposure to financial subjects.
WORK EXPERIENCE :
Essential requirement : Minimum 4 - 8 years of experience in wealth management. Exposure in handling NR base preferred.
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