NRI Relationship Manager

Sbicap Securities; Alappuzha; On-site; INR 300,000 - 600,000; Full time

Job summary

Sbicap Securities in Kerala is seeking a dedicated professional to coordinate with SBI Branches for acquisition, development and retention of quality NRI customers. The role works with internal teams to drive NRI client acquisition and build profitable, lasting relationships.

The candidate will help achieve monthly/quarterly/yearly targets for NRI account openings, activations and brokerage growth, while ensuring smooth KYC and high-quality service across channels.

Responsibilities

• Coordinating with SBI Branches for acquisition, development and retention of NRI customers.
• Work with internal customer acquisition & Bank NRI team (Branches & RM) for driving NRI customer acquisition and maintain relationships.
• Achieve monthly/quarterly/yearly targets of NRI account opening, activation, brokerage generation & AUM growth.
• Scrutiny of NRI account opening applications, collection of KYC documents, ensuring seamless opening with KYC ops within 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 Central NRI Desk & KYC teams to resolve client queries efficiently; respond to escalations and perform root cause analysis for issues.

Job description

• 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