AVPSr Manager

4 weeks ago


gandhinagar, India Riverforest Connections Private Limited Full time

  • Identify existing branch customers who require alternative investment avenue and onboard them these customers under suitable program

  • Acquire new customers who meet product criteria and flag them on the system

  • Regularly interact with the customer to build rapport and understand the profile.

  • Monitoring Inward Remittances FCY Chq Realization

  • Contact 15 unique customers daily for sales calls

  • Handling Service Request for NR HNW clients

  • Ensure certification of documentation required for opening and maintaining customer accounts

  • Follow all NR Desk related processes (like Day Plan Fee Plan and any other that may be notified from time to time)

  • Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance clients CTG level and Ensure that the Customer Group profitability is achieved

  • Customer Services: Ensure quality customer service is delivered. All customer queries and complaints to be resolved the same day. Ensure the customer is informed about any regulatory or process change. Keep the customer updated on program features.

  • Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT.

Candidate Profile:

Graduate/Post Graduates with 3 Years experience in Alternative Investment Inward Remittances should have knowledge on Product Group Holding and should have been dealing with NR/NRI/ Wealth Clients.

Should have good knowledge on Treasury & Forex Products

\"Sales\",\"Relationship Manager\",\"Portfolio Management,\"Income generation\",\"Customer Service\",\"Complaint Management\"


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