Posted By: I Mates Consultants | Posted on: July 20, 2020
India Kozhikode/Calicut
700000-1100000 RS

Job Description:

Profile - Relationship Manager | NRI Banking | For A Leading Bank

Scope of the Role - Managing the portfolio of UHNI NR portfolio,Deepen the relationship by providing other financial products and services as per the customer needs. Meet revenue target on revenue by cross selling loans,fixed deposits,TPP, and FX.

Responsibility - 

  1. NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service.

  2. 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.

  3. Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.

  4. 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.

  5. Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, overseas branches.

Ideal Candidate -  Candidates with 4-5 years of experience in portfolio management with a bank or a wealth management company.

sales relationship management wealth management portfolio management banking

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