NRI Relationship Manager_Leading Bank_Bangalore

V Konnect; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

V Konnect is seeking a focused relationship manager to oversee the banking and investments needs of NRI clients in Bengaluru. You will grow Liabilities & Investment business by delivering superior service to key NRI customers and expanding current relationships.

Experience in managing NRI portfolios, cross-selling financial products, and achieving sales targets will be essential to drive wallet share and CASA growth within the allocated portfolio.

Responsibilities

• Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment
• Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment
• Identifies current and potential NRI relationship with additional revenue potential and grow business
• Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
• Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships
• Deepens relationship to increase CASA balance in allocated portfolio
• Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
• Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
• Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products
• Drives revenue business to generate fee income through products like mutual funds, investments and insurance
• Ensures all sales activity is recorded online as per the organizational process

Job description

Role & responsibilities

• Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment
• Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment.
• Identifies current and potential NRI relationship with additional revenue potential and grow business
• Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
• Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships
• Deepens relationship to increase CASA balance in allocated portfolio
• Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
• Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
• Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products
• Drives revenue business to generate fee income through products like mutual funds, investments and insurance
• Ensures all sales activity is recorded online as per the organizational process