NRI Relationship Manager - Naupada, Thane, Sanpada, Vashi

Axis Bank; Mumbai; On-site; INR 1,000,000 - 1,700,000; Full time

Job summary

Axis Bank in Mumbai seeks an NRI Relationship Manager to nurture NRI client relationships, engage clients, profile risk, and tailor investment solutions to expand assets under management.

The role focuses on client acquisition and servicing, collaborating with cross-functional teams to deliver personalized banking products while ensuring an exceptional customer experience in a dynamic environment.

Qualifications

• Experience in managing NRI client relationships.
• Strong communication and interpersonal skills.
• Proven sales track record in financial services.
• Knowledge of banking products and markets.
• Ability to analyse financial statements.

Responsibilities

• Provide financial solutions to NRI customers with high service standards.
• Maintain full customer profiles including risk profiles and assets.
• Engage with existing customers via mailers and calls; share insights on rates and products.
• Grow wallet share through customer engagement activities.
• Cross-sell bank products and third-party investments.
• Review inflows/outflows in mapped NRI accounts and track visits.
• Identify potential customers for tailored products.
• Acquire new customers through referrals from clients, brokers, expats, etc.
• Record and track engagement activities in the CRM system; meet monthly targets.
• Comply with KYC/SEBI rules and bank regulations.

Skills

Client relationship management

Communication

Sales and Negotiation Skills

Financial Acumen

Problem-Solving Abilities

Job description

Job description

About the Role:

The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.

About Affluent Business:

Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.

Key Skills

1. Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients
2. Communication: Excellent verbal and communication skills for conveying complex concepts clearly
3. Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.
4. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
5. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges.

Key Responsibilities

• Provide financial solutions to the NRI customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
• Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches
• Achieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank