NRI Relationship Manager

2 weeks ago


Ahmedabad Rajkot, India Sbicap Securities Full time ₹ 9,00,000 - ₹ 12,00,000 per year
  • Coordinating with SBI Branches for Acquisition, Develop & Retention of new quality NRI customers.
  • Work along with internal customer acquisition & Bank NRI team (Branches & RMs) for driving NRI customer acquisition and maintain a profitable and long-lasting relationship with them
  • Achieve of monthly / quarterly & yearly targets of NRI account opening, Account Activation, brokerage generation & increase in AUM as defined by the organization.
  • Scrutiny of NRI Account opening applications, Collection of KYC documents from the NRI clients and ensuring the account is opened seamlessly in close coordination with the Central NRI Desk & the KYC operations within the Turnaround Time (TAT)
  • Provide high-quality customer service to NRI clients through email, phone, and digital

    channels.
  • Identify opportunities to enhance operational efficiency and improve client satisfaction.
  • Coordinate with internal Central NRI Desk & KYC teams to resolve client queries efficiently
  • Respond to escalations and perform root cause analysis for all issues raised by clients and internal departments


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