NR Book Growth by adding new customer from dedicated NR Channel, Branch and Sales channels.
For service delivery and management of NR Customers thorough the dedicated NR RO/RM channel
Responsible for acquisition quality & adherence to KYC and Money Laundering Prevention policies
To be involved as a trainer in various basic NRI banking, compliance and structured products training sessions
Referring offshore investment products offered through investments desk for better diversification.
Increasing the total Assets under Advice including Investment AUM, Saving Balance and Fixed Deposits.
Maintaining and developing relationships by providing quality service and ensuring client satisfaction.
Help the Branches in meeting the NR targets by daily Interaction with the NR champion.
Managing the portfolio of HNI clients with high Relationship Value.
Promote a full array of wealth management & private wealth products & services.
Focusing on HNW client groups for bigger volumes & accelerated revenue generation.
Deepen the relationship by cross selling Banks products according to the customer needs.
Responsible for creating and delivering customer value for client retention.
Building mutually satisfying long-term relationships with corporate as well as HNI clients by providing value added services
Revenue generation from products like NLD, structure products, Real Estate Debentures, NCD, tax free Bonds ,Debt Funds, Equity linked Products, Insurance, Trade forex, FCNR deposit, RAP, NRE/NRO deposit, Private equity,
Handling customers for all types of loans fund base (HL , LAS, LAP, OD,BL, CL ) and non fund base(LC, BC, ECB, BG,) Foreign Currency Term Loan.
Handling Global trade Account and generation of revenue from Trade products and FX Margins.
Advisory on PAS