NRI Business Specialist - Bank

Key Responsibilities

- Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches.

- Work in close collaboration with the Branch Banking team to grow the NR business for the assigned geography

- Provide financial solutions to the NRI customers while maintaining high service standards

- Maintain complete customer profile including the risk profile, demographics and assets in the bank

- Maintain relationships with the existing customers

- Enrich relationships and garner higher wallet share

- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products

- Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India

- Achieve targets as assigned by the organization on a monthly basis

- Record and track all engagement activities through the CRM system

- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

- Coach and be the Knowledge Lead for NR Business for Branch teams on the latest products and processes of the Bank

- Conduct training for the Branch Team/RMs on a regular basis

- Regular interaction with central teams to help build a strong customer proposition

- Work along with the Sales team and other channels to achieve targeted growth.