Affluent Banking:nr Rm

3 days ago

Mumbai, India Axis Bank Full time

About NRI RM Team

The NRI RM team focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 4800+ branches and is responsible for sourcing of retail and forex Business with a view to increase the retail book of the bank.

**About the Role**

NRI Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.

**Key Responsibilities**
- Proactively engage with NRI clients across geographies to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships.
- Use financial acumen and investment expertise to review client personal data, align clients need through superiorservice thereby helping the clients reach short term and log term inv goals
- Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
- Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank.
- Manage various daily critical process such as contacting customers for High Value Transaction, Purpose of remittance and Fund Transfer etc.
- Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment

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