Nri Rm

6 months ago


Mumbai, India ACE Talent Consulting Full time

Job Description
- The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.
- The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.

Key Responsibilities:

- Provide financial solutions to the NRI customers while maintaining high service standards.
- Maintain complete customer profile including the risk profile, demographics and assets in the bank.
- Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.
- Enrich relationships and garner higher wallet share through customer engagement activities.
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.
- Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.
- Identify potential customers who can be sold tailored products to enhance product penetration.
- Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches.
- Achieve targets as assigned by the organization on a monthly basis.
- Record and track all engagement activities through the CRM system.
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

Qualifications:

- Degree from a recognized institute

**Job Types**: Full-time, Permanent

**Salary**: Up to ₹3,000,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Morning shift

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Mumbai, Maharashtra (required)

Ability to Relocate:

- Mumbai, Maharashtra: Relocate before starting work (required)

**Speak with the employer**
+91 8917615056


  • Acquisition Rm-nri

    6 months ago


    Mumbai, Maharashtra, India IDFC FIRST Bank Full time

    **Role/ Job Title**: Acquisition RM-NRI **Function/ Department**: Branch Banking **Job Purpose**: Incumbent will work in a field role aligned to the NRI Banking Vertical and report to the regional NRI Field Leadership. Main goal is to attract new customers for the bank in your assigned location. Also work with various stakeholders in the location and the...


  • Mumbai, India Axis Bank Full time

    RB - Affluent Business:Head - NRI Portfolio & Activation 15 - 20 Years 1 Opening Mumbai Role description Job Description: Head - NRI Portfolio & Activation Job Title Head - NRI Portfolio & Activation Grade VP/SVP 1 Department Affluent Business No. of Positions 1 Location Corporate Office Reporting Authority Job Name SVP & Head -...


  • Mumbai, Maharashtra, India Axis Bank Full time

    About the RoleWe are seeking a highly skilled NRI Partnerships and Product Development Director to join our team at Axis Bank. In this role, you will be responsible for designing and executing key strategic priorities in delivering our GPS Strategy for the bank.You will have the opportunity to create an impact from scratch - this is a new role. Your...


  • Mumbai, India Axis Bank Full time

    RB - Affluent Business:Head - NRI Partnerships, New Product Development, Acquired Business Programs 13 - 15 Years 1 Opening Mumbai Role description Job Description: VP & Head - NRI Partnerships, New Product Development, Acquired Business Programs Job Title VP & Head - NRI Partnerships, New Product Development, Acquired Business...


  • Mumbai, India Axis Bank Full time

    Affluent Banking:NR Sales Manager 10 - 13 Years 1 Opening Mumbai Role description NRI Sales Manager INTERNAL USAGE: No. of Vacancies: 1 Manager: Team lead NRI Relationship Manager Is a Team leader? Y Team Size: 12 Grade: Business: Retail Banking Department: � NRI Banking Sub -...


  • Mumbai, Maharashtra, India Axis Bank Full time

    **RB - Affluent Business:Channel Sales (India)** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: **Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager**Business**: **Department**:**Sub**Department**: **Location**: **About Affluent Business** - **Affluent Business caters to a segment of customers who are High Net...


  • Mumbai, Maharashtra, India Axis Bank Full time

    **RB - Affluent BusinessNRI - Knowledge & Support Team** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: **Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager**Business**: **Department**:**Sub**Department**: **Location**: **About Affluent Business** - Affluent Business caters to a segment of customers who are High...

  • Telesales Executive

    3 months ago


    Mumbai, Maharashtra, India Wrixty Services pvt Limited Full time

    **Joining Period must be more than 10 Days Process**: ASC / CRT / CRT RM / NRI / Health / B2B / I-Call Orion / Investment **Position Title**: Associate Sales Consultants **Reports to**:Team Leader **Function**:Operations **Location**:Mumbai 1. Selling of financial Products/Insurance Policy to the leads given by the company. 2. CRT OR CRT-RM is a customer...


  • Mumbai, India Axis Bank Full time

    The candidate will be expected to manage a team of 5-7 RMs and will be responsible to guide and mentor them for better customer engagement. Key roles will include customer portfolio management (ETB and NTB, salaried, savings, NR, etc.), review of overall RM portfolio performance and driving initiatives to improve book growth, increase product cross-sell and...

  • Tele Caller Executive

    6 months ago


    Mumbai, Maharashtra, India Wrixty services Private limited Full time

    **Joining Period must be more than 10 DaysProcess**: ASC / CRT / CRT RM / NRI / Health / B2B / I-Call Orion / Investment **Position Title**: Associate Sales Consultants **Reports to**:Team Leader **Function**:Operations **Location**:Mumbai, Malad 1. Selling of financial Products/Insurance Policy to the leads given by the company. 2. CRT OR CRT-RM is a...


  • Mumbai, Maharashtra, India Axis Bank Full time

    About Axis BankIncorporated in 1994, Axis Bank is one of India's most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business.We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their...


  • Mumbai, Maharashtra, India Axis Bank Full time

    **Treasury: ALM** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: **Is a Team leader?** - No**Team Size**: - 1**Grade**: - Deputy Manager, Manager**Business**: **Department**:- Treasury**Sub **Department**: - Treasury ALM**Location**: **About Treasury: - The Treasury department is responsible for supervising the Bank - s funding position...


  • Mumbai, India Axis Bank Full time

    Treasury & Markets: ALM - Investment & Analytics Desk 8 - 12 Years 1 Opening Mumbai Role description Treasury: ALM INTERNAL USAGE: No. of Vacancies: 1 Reports to: Is a Team leader? No Team Size: 1 Grade: Deputy Manager, Manager Business: Department: � Treasury Sub - Department: ...

  • Software Tester

    1 week ago


    Mumbai, India AQM Technologies Full time

    Job Requirement For Walking Interviews. Job Title: Software Tester – Investment banking & Capital Markets DomainCompany: AQMJob Location: Ghatkopar WestExperience Required: 2–5 yearsJob Type: Full-TimeDATE:- 07Dec 2024- 8th Dec 2024Time- 10 am - 4 pmContact Person - FORAM GOKANILocation: A 401, Raheja Plaza, Lal Bahadur Shastri Marg, Nityanand Nagar,...

  • Software Tester

    6 days ago


    Mumbai, India AQM Technologies Full time

    Job Requirement For Walking Interviews. Job Title: Software Tester – Investment banking & Capital Markets DomainCompany: AQMJob Location: Ghatkopar WestExperience Required: 2–5 yearsJob Type: Full-TimeDATE:- 07Dec 2024- 8th Dec 2024Time- 10 am - 4 pmContact Person - FORAM GOKANILocation: A 401, Raheja Plaza, Lal Bahadur Shastri Marg, Nityanand Nagar,...


  • mumbai, India AQM Technologies Full time

    Job Requirement For Walking Interviews. Job Title: Software Tester – Investment banking & Capital Markets Domain Company: AQM Job Location: Ghatkopar West Experience Required: 2–5 years Job Type: Full-Time DATE:- 07Dec 2024- 8th Dec 2024 Time- 10 am - 4 pm Contact Person - FORAM GOKANI Location: A 401, Raheja Plaza, Lal Bahadur Shastri Marg, Nityanand...