NRI Relationship Officer-
2 days ago
Role & responsibilities:
NRI Relationship Officer
To introduce & acquire new NRI customer in the identified segment and reference generation from the specified catchment
KEY RESPONSIBILITIES/ ACCOUNTABILITIES
Core Responsibilities
To ensure sourcing of quality current accounts with higher product mix (higher CASA variants), segments and constitution mix
To achieve monthly customer acquisition target
To cross- sell other Banking and Asset products
To cross-sell TPP products to the acquired customers
To maintain good relationship with the customers and seek referrals
To ensure right product to customer, a/c opening in defined TAT, high FTR, M+1 activation and follow up use of account for business transactions
To activate customers on digital channels, hooks and attachment products
To ensure catchment mapping & scoping exercise and provide regular feedback to the Seniors on various business opportunities, customer needs and competition benchmarking
To abide by the selling norms defined by the organization and adherence to guidelines by internal & external regulators
To adhere to sales process & KYC Norms of the bank
Catchment scoping and generation of NTB leads in the BSA of mapped branch.
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