Senior Relationship Manager

1 month ago


Mumbai, India NRI Nivesh Full time

Job Title: SR. NRI Relationship Manager - Wealth

Location: Mumbai

Experience: 5 years + in to BFSI Industry

Salary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + Incentives

Job Description:

A Senior NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI customers and advise them on various financial products and services offered by the organization. The job involves travelling abroad (to various countries along with the team) for client meetings, taking financial literacy sessions for NRIs and event participation.

# Customer Experience Management
# Financial Consultancy
# Wealth Management
# Taxation
# Investments

INDICATIVE KPIs
1. %Achievement of Sales Acquisition; Revenue targets.
2. % Achievement of Book Growth targets.
3. % Achievements of Service Standards.

COMPETENCIES AND SKILLS REQUIRED

A Relationship Manager is required to interact with customers for most part of his day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are:

1.      Excellent Communication Skills
2.      Understanding and interest in financial products and markets
3.      Ability to analyse information.
4.      Ability to explain complex information clearly and simply.
5.      Good sales, negotiation and influencing skills.
6.      Excellent Customer Relationship Management skills.
7. Excel and Data Management

Interested candidates can share their resume on hradmin@mudraportfolio.com



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