Min. Exp. - 2 Years ( From banking / NBFC )
- Candidate from the banking background is preferred .
Roles & Responsibilities :
Relationship Management :
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from NRI segment.
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identify current and potential relationship with additional revenue potential and grow business.
Generating Incremental Business :
- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential NRI Relationship.
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition.
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share .
Customer Engagement :
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
- Face to the client and First person responsible for service and sales satisfaction of mapped clients.
Investment Advisory :
- Financial Planning and Investment Advisory to NRI clients.
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance.
Process and Audit :
- Ensure all sales activity is recorded online as per the organizational process.
- Capture and maximize the business opportunity through detailed client profiling as per organizational process.
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