Affluent Banking:nr Rm
2 months ago
About NRI RM Team
The NRI RM team focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 4800+ branches and is responsible for sourcing of retail and forex Business with a view to increase the retail book of the bank.
**About the Role**
NRI Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.
**Key Responsibilities**
- Proactively engage with NRI clients across geographies to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.
- Use financial acumen and investment expertise to review client personal data, align clients need through superiorservice thereby helping the clients reach short term and log term inv goals
- Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
- Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
- Manage various daily critical process such as contacting customers for High Value Transaction, Purpose of remittance and Fund Transfer etc.
- Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
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