NRI Relationship Manager_Leading Bank_Mumbai

Role & responsibilities

• Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment

• Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.
  
• Identifies current and potential NRI relationship with additional revenue potential and grow business
  
• Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
  
• Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships
  
• Deepens relationship to increase CASA balance in allocated portfolio
  
• Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
  
• Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
  
• Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products
  
• Drives revenue business to generate fee income through products like mutual funds, investments and insurance
  
• Ensures all sales activity is recorded online as per the organizational process
  

Interested candidates can directly share their resumes with me on my Email ID [email removed] or on Whatsapp Number [phone removed].