Relationship Manager - NRI - BFSI

JOB DESCRIPTION – NR – Relationship Manager

Grade Band - Middle Management

Desired qualification

- Graduate/equivalent degree in any field.

- Post graduates in finance or any field would be preferred.

- Diploma or certification in finance or related field is preferable.

- AMFI certified is a must OR candidate must clear it before joining.

Experience

- 2-3 years of experience in financial services and NR related organization. (Mandate)

- Financial services background candidates.

- Well networked and connected from affluent segment of society.

Compensation - Negotiable

Position Reporting to - Branch Manager

JOB SUMMARY

- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross sell

Detailed Responsibilities:

- Acquisition of key clients & high end customers & adding these clients to his/her existing portfolio for future cross sell.

- Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.

- Providing financial advice related to investments, insurance, simple banking transactions.

- Building client rapport with corporate sector/NR clients.

- Delivering the target number with quality & customer delight.

Skill set required:

- Effective communication & interpersonal skills.

- Proficient in local language & English.

- Target oriented & proactive in achieving the sales target.

- Good convincing skills with customer oriented approach.

- Capable of working successfully in competitive environment by maintaining high standards & customer centric approach.

- Goal & result-oriented professional with proactive attitude.

Please send your resume to banking.knr@gmail.com