Sourcing NRI customers & thereby generating fee based income
Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers
Individually acquire and nurture relationships of the client through wealth products
Generate new business to achieve defined sales targets
Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places
Achieve the Targets set in terms of product mix
Achieve the budgeted cross sell targets.
Aggressive Sales call plans to acquire large prospective customers through referrals
Ensure compliance with these RBI/FEMA/ SEBI policies and procedures on NRI investment.
Responsible for generation of revenues through sale of Demat and broking and Third Party Products like PMS,AIF and Mutual Funds
NRI Banking experience will be preferred
Knowledge of the Banking Industry and Financial Markets
Acquisition of NRI clients
Maintain Relationship with NRI clients and raising funds in Capital Market and Banking Sector
Aware about regulatory requirements of NRI investments in Capital Markets
Knowledge about Banking Regulations
Knowledge about PMS & Mutual Fund Distribution products in capital market
Operational knowledge about Banks
Salary: INR 5,00,000 - 14,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Channel Sales
Role: Client Relationship Manager
Employment Type: Permanent Job, Full Time