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
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