RM/ Senior RM - NRI Banking (wealth/ PMS/ Broking)

Quotient Consultancy
  • Mumbai
  • 10-16 lakh
  • 4-9 years
  • Views
  • 18 Aug 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

NRI Relationship Manager is one of the key positions in the bank. An NRI RM
is primarily responsible for providing financial solutions to meet the
requirements of the NRI customers and ensure value added customer service.
He/ she is responsible for increasing liabilities size of relationship via
balances in accounts of existing NRI customers and enhancing customer
profitability by capturing larger share of Wallet. He/ She reviews the
inflows and outflows in the mapped NRI accounts and also proactively tracks
NRI visits to India. NRI RM is expected to be in close contact with the
existing customers through mailers and phone calls and share insights on
the fluctuations in interest rates, exchange rates and various product
offerings. NRI RM also generates new sales leads for NRI customers through
referals from existing clients, NRI brokers, stock brokers, expats of
shipping companies, Overseas branches, etc. He/ She is also involved in
increasing customer engagement through cross - selling Investment Products
like Life Insurance, General Insurance, Gold Coins, etc. and other non
Investment Products like Forex, Remittances, Loans, etc. to new and
existing customers.

He/ She also updates bank's internal systems like
Daily activity tracker - DAT and Customer Profiling, etc for accurate
reporting and MIS.


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