RB - Affluent Business:Relationship Manager - NRI

4 weeks ago

Ahmedabad, India Axis Bank Full time

The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience

Key Responsibilities

Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Qualifications:

Optimal qualification for success on the job is:

Graduation from a recognized institute AMFI and NCFM certifications

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills

  • Affluent Relationship Manager

    4 weeks ago

    Ahmedabad, India Rightmatch Full time

    Company - Leading AMC Company.Role - Affluent Relationship ManagerLocation - AhmedabadBroad Responsibilities : 1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database. 2.Generate fresh leads through reference. 3.Achieving the business targets assigned in terms of up-selling Products. 4.Provide financial products to meet...

  • Relationship Manager

    3 weeks ago

    Mumbai/Ahmedabad/Gujarat, India iimjobs Full time

    Job Description PCG Sale - this JD is only for your reference, not proper job decryptionROLES &RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generating AUM from preferred clients. Advising Affluent clients...

  • Client Relationship Manager

    2 weeks ago

    Ahmedabad, India White Force Group Full time

    Location - Ahmedabad,Surat,Rajkot & Baroda(Gujarat) & Mumbai,Nagpur & Pune (Maharashtra)CTC Upto -5 LPAJob Description:· To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.· Build, manage and promote relationships with existing/old customers to...

  • Wealth Relationship Manager

    1 week ago

    ahmedabad, India Waytogo Consultants Full time

    Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Wealth Clients.Acquiring and...

  • Wealth Relationship Manager

    1 week ago

    ahmedabad, India Waytogo Consultants Full time

    Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...

  • Wealth Relationship Manager

    1 week ago

    Ahmedabad, India Waytogo Consultants Full time

    Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...

  • Wealth Relationship Manager

    1 week ago

    Ahmedabad, India Waytogo Consultants Full time

    Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...

  • ▷ [3 Days Left] Wealth Relationship Manager

    6 days ago

    Ahmedabad, India Waytogo Consultants Full time

    - Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth- Revenue generation through cross sell of business banking and- wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.- Ensure quality of sourcing by acquiring Potential Wealth Clients.- Acquiring...

  • Relationship Mgr

    4 weeks ago

    Ahmedabad, India Standard Chartered Bank Full time

    RESPONSIBILITIES Strategy Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment  Business Achieve the Targets set in terms of product mix Induction of all new customers brought in by the Branches & Direct Sales team. Achieve “best in class” productivity in order to maximize...

  • Hiring Affluent Relationship Manager with a Leading Bank

    4 weeks ago

    ahmedabad, India Skill Ventory Full time

    Roles and Responsibilities Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing Customer Book.Achieve the New To Bank - NTB CDAB Target from self-sourced accounts.Achievement of New Wealth Customer ID Acquisition Target.Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold,...

  • Insurance Claim Executive

    7 days ago

    Ahmedabad, Gujarat, India Mantras2Success consultants Full time

    Opening: 1 Nos. Job ID: 76996 Employment Type: Full Time Reference: Work Experience: 2.0 Year(s) To 5.0 Year(s) CTC Salary: 3.00 LPA TO 4.20 LPA Function: Consulting / Agent / Freelancer Industry: Insurance Qualification: Any - Any Graduation; Any - Any Post-Graduation **Location**: - Ahmedabad **Responsibilities**: - Provide claims advice to...

  • Sm-business & Prepaid Credit Cards

    7 days ago

    Ahmedabad, India Abacus Consultants Full time

    **3 - 8 years**: **Any Graduate**: **Cards - Channel Sales**: **6 lkh ~ 7 lkh**: **Job Name - PA (Business Unit): Business & Prepaid Sales Manager - Payment Business** **Job Title **:Sales Mgr. SM-Business & Prepaid **Business Unit (PA) : Business Cards** **Team : (Sub team in the PA) Sales Payment Business Cards - Retail** **Reports to (job)**:Area Head...

  • AVP/TL, Unit Head, Consumer Banking Group

    3 weeks ago

    ahmedabad, India DBS Bank Full time

    Business Function :As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to...

  • AVP/TL, Unit Head, Consumer Banking Group

    1 month ago

    Ahmedabad, India DBS Bank Full time

    Business Function : As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to...