Senior Client Engagement Specialist

1 week ago

Cochin Kochi Ernakulam Chennai Bengaluru Bangalore, India beBeeRelationship Full time
Relationship Manager - Non-Resident

The successful candidate will have experience in relationship management, preferably handling NRI or HNW clients in banking. Key responsibilities include achieving revenue and business targets by acquiring, retaining, and upgrading customer relationships.

  • Achieve assigned revenue and business targets by expanding existing client relationships and growing the customer base.
  • Drive deepening of customer relationships through cross-selling bank products, including Insurance, Mutual Funds, Investment Services Accounts, and other third-party offerings.
  • Cross-sell bank products to enhance customer satisfaction and increase wallet share.
  • Manage inward and outward remittances to ensure seamless transaction experiences for customers.
  • Collaborate with branch teams to conduct promotional activities and lead generation initiatives to meet business targets.
  • Act as a Product and Process Trainer for branch staff related to NR offerings, helping them upskill and effectively engage with prospects.
  • Handle all service requests, queries, and complaints from HNW customers, ensuring timely and quality resolutions.
  • Implement and follow structured sales processes for client acquisition, onboarding, and engagement.
  • Source new business through referrals, market research, and networking, maintaining high service standards.
Candidate Profile:

We are seeking an experienced Relationship Manager with 2–6 years of experience in Relationship Management roles, preferably handling NRI or HNW clients in banking. The ideal candidate will possess excellent communication, interpersonal, and client servicing skills.

  • Experience: 2–6 years in Relationship Management roles, preferably handling NRI or HNW clients in banking.
  • Education: 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.

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