Strategic Relationship Manager

4 days ago

Chennai Bengaluru Bangalore Cochin Kochi Ernakulam, India beBeeAccount Full time
About the Role:

We are seeking an experienced Account Manager to join our team, focusing on building and maintaining strong relationships with High Net Worth (HNW) Non-Resident (NR) clients. Key responsibilities include acquiring new business opportunities, growing existing client portfolios, and driving revenue growth through strategic sales and marketing efforts.

  • Achieve assigned revenue targets by identifying, developing, and retaining HNW NR client relationships
  • Drive deepening of relationships by increasing wallet share and growing the NR book size
  • Cross-sell bank products, including insurance, mutual funds, investment services accounts, and other third-party offerings
  • Manage inward and outward remittances to ensure seamless transaction experiences for NR clients
  • Collaborate with branch teams to conduct promotional and lead generation activities to meet NR business targets
  • Act as a Product and Process Trainer for branch staff related to NR offerings, helping them upskill and engage effectively with NR prospects
  • Handle all service requests, queries, and complaints from HNW NR customers, ensuring timely and quality resolutions
  • Implement and follow a structured sales process for client acquisition, onboarding, and engagement

Key Requirements:

  • 2–6 years of experience in Relationship Management roles, preferably handling NRI or HNW clients in banking
  • Graduate (MBA or relevant certification in finance/investment advisory is a plus)
  • Good understanding of NR products, investment solutions, and foreign remittance processes
  • Excellent communication, interpersonal, and client servicing skills
  • Ability to manage customer expectations and resolve issues promptly
  • Sound knowledge of cross-sell opportunities in banking and wealth management

We Offer:

  • A dynamic work environment that fosters growth and development
  • Ongoing training and support to enhance skills and expertise
  • Opportunities to collaborate with a talented team of professionals

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