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Pooja Sharma

Lead Talent Acquisition at V-Konnect Associates

Last Login: 04 July 2020

14371

JOB VIEWS

745

APPLICATIONS

333

RECRUITER ACTIONS

Job Code

816912

Relationship Manager - International Banking

2 - 11 Years.Delhi/Delhi NCR/Faridabad/Ghaziabad/Greater Noida/Gurgaon/Gurugram/Noida
Posted 4 years ago
Posted 4 years ago

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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Posted By

user_img

Pooja Sharma

Lead Talent Acquisition at V-Konnect Associates

Last Login: 04 July 2020

14371

JOB VIEWS

745

APPLICATIONS

333

RECRUITER ACTIONS

Job Code

816912

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