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Nri Relationship Manager

4.00 to 7.00 Years   Bangalore   04 Jan, 2025
Unidus Services
Job LocationBangalore
EducationNot Mentioned
SalaryRs 12 - 14 Lakh/Yr
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    • HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers from Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile.Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG.Attrition control of customers Achieving MTD and YTD Revenue Targets .Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individuals workstation .Increase in Wallet Share Look for opportunities to cross sellProduct Penetration & Contribution towards Focused Product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.Enhance clients Customer To Group ( CTG ) levelCustomer Service Ensure quality customer service is delivered.All customer queries and complaints are being resolved within TAT.Promoting all direct banking channels and ensuring that the customer is utilizing the sameSkills1. Sales and Influencing Skills2. Banking Product & Process Knowledge3. NRI Product and Regulatory Knowledge4. Planning and Organizing Skills5. Good Communication skills6. Knowledge of Competition & Current trends in financial Industry.QualificationsGraduation / Post-Graduation: Any Certifications:1. AMFI Certification2. IRDA Certification3. NCFM Certification (Optional),Location : BangaloreCTC Range : upto 12 lakhs for nr and 12 to 14 lakhs for burgandyExp : 4 to 7 years
    Please send resume on whatapp hidden_mobileDo refer your friends for the same.PLEASE IGNORE THIS MAIL IF IT DOESNOT SUIT YOUR PROFILE.

Keyskills :
managementbankingnrirelationship

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