NRI Relationship Manager

Sbicap Securities; Surat; On-site; INR 600,000 - 900,000; Full time

Job summary

Sbicap Securities seeks a focused professional to coordinate with SBI branches and internal NRI teams for acquiring, developing and retaining quality NRI customers. The role emphasizes achieving monthly, quarterly and yearly targets for NRI account openings, activations, brokerage generation and AUM growth.

You will scrutinize NRI account openings, collect KYC documents, and ensure seamless onboarding within TAT, while delivering high-quality customer service across email, phone and digital

Qualifications

• Coordinating with branches and NRI teams to drive NRI customer acquisition.
• Experience coordinating with Central NRI Desk & KYC teams to resolve client queries.
• Ability to manage targets for NRI account openings, activations, brokerage generation and AUM growth.
• Strong focus on customer service via email, phone, and digital channels.
• Identify opportunities to improve operational efficiency and client satisfaction.

Responsibilities

• Coordinating with SBI Branches for Acquisition, Develop & Retention of new quality NRI customers.
• Work with internal customer acquisition & Bank NRI team (Branches & RMs) for driving NRI customer acquisition and maintain a profitable and long-lasting relationship.
• Achieve monthly/quarterly/annual targets for NRI account openings, activations, brokerage generation and AUM growth.
• Scrutiny of NRI account opening applications and collecting KYC documents to ensure seamless account openings within TAT.
• Provide high-quality customer service to NRI clients through email, phone, and digital channels.
• Coordinate with Central NRI Desk & KYC teams to resolve client queries efficiently.
• Respond to escalations and perform root cause analysis for issues raised by clients and internal departments.

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