Relationship Manager/Head - Sales - NRI Clients - BFSI

Open Positions : 2

NR Relationship Manager : UP ( Allahabad, Varanasi & Gorakhpur)

Sales Head NR : Delhi NCR

Roles and Responsibilities :

- Managing acquisition channel for Non-Resident clients(NRI)

- Revenue generation through cross-sell of third party products

- Enhance Staff Knowledge by organizing quizzes on banking knowledge

- Taking care of cost initiatives driven by the bank and support in achieving cost reduction objective as set out in the AOP.

- Communication plan and kit for staff as well as senior management - coordination of senior management reports.

- Organizing Customer Events by agreeing on calendar of events with respective stakeholders Regularly communicate strategic drives being undertaken at the cluster level and ensure participation of key members.

- Handling the team of Senior Relationship Managers and handling wealth Management portfolio

- Executing developer event, prospect mortgage team interface and corporate CEP tie-ups.

Client Relationship Management :

- Managing customer-centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms.

- Maintaining healthy business relations with high net worth and corporate/institutional clients, ensuring high customer satisfaction matrices.

- Interfacing with clients for understanding their requirements & suggesting the most viable solution and cultivating relations with them for customer retention & securing repeat business.

Team Management :

- Recruiting, training, leading & monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & group targets.

- Creating and sustaining a dynamic environment to foster development opportunities and motivates high performance among Team members.

- Generating MIS reports to update the management of individual and business performance.

Revenue Generation :

- Utilize public information and personal network to develop marketing.

- Implementing competent strategies with a view to penetrate new accounts and expand existing ones, meeting pre-determined business objectives

Desired Candidate Profile:
 
- More than 8 years of experience into Wealth Management and Portfolio management of NRI and UHNI / HNI clients

- Handling team of Wealth Managers