Relationship Manager NRI

1 month ago

Bengaluru, India Standard Chartered Bank Full time

Role Responsibilities

The purpose of the role is to Achieving revenue targets by acquiring, growing and deepening NRI client relationships through effective relationship management & Acquisition strategy. Focus on the analysis and satisfaction of NRI customers’ financial as well as investment needs and

Business Drivers

Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured) Provide support for new product launches, and champion new sales initiatives. Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions. Coordinate customer events along with the product team Ensure effective Relationship Management by monitoring the movement of the top customers of the Segment devise and implement a customer acquisition and retention programme. Improve product per customer holding. Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service Achieve “best in class” productivity in order to maximize the efficacy of the sales process. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. He/She is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times Customer Experience Operational quality - Error free customer application & documentation Responsive and responsible selling Practice appropriate sales and marketing skill Ensure nil Customer complaints Risk Assurance Conduct CDD, MLP & TCF diligently Zero tolerance – Fraud, Mis-selling Attend training, acquire knowledge and apply to job function Adhere to all policies, guidelines and procedures, comply with local regulatory requirements To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager

Key stakeholders

NRI Customers

Our Ideal Candidate

IRDA, AMFI, 

Role Specific Competencies

Relationship Management Client Orientation Wealth Management

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