Relationship Manager - NRI Clients - BFSI

Designation: NRI Relationship Manager

Reporting To: Branch Manager

Location: Kolkata

Qualification: Graduate/Post-Graduate

Principal Responsibilities:

- This profile handles a group of NRI Clients providing Financial Advisory Services and offering Portfolio Investment Services.

- The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.

- It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.

- Acting as an interface between the bank and its NRI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.

- Designing Portfolio for investments on the basis of risk profile of customers using various applications

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensuring compliance and control in sales and service.

- Deepen the relationship by Cross selling Banks Products.

- Servicing of NRI High Net Worth customers