Opening with SBI Securities - NRI Relationship Manager

Sbicap Securities; Surat; On-site; INR 350,000 - 550,000; Full time

Job summary

SBI Securities Ltd is seeking an NRI Relationship Manager for our Retail Sales vertical. You will coordinate with SBI branches to acquire, develop and retain quality NRI customers and drive RCM relationships.

Your role focuses on achieving monthly, quarterly and yearly targets for NRI account openings, activations, brokerage generation and AUM growth, while ensuring smooth KYC completion and high-quality service via email, phone and digital channels.

Qualifications

• Excellent communication and active listening skills.
• Strong presentation and interpersonal abilities.
• Knowledge of NRI account sourcing and investment products is preferable.

Responsibilities

• Coordinating with SBI Branches for Acquisition, Develop & Retention of new quality NRI customers.
• Work with internal teams for driving NRI customer acquisition and maintain profitable relationships.
• Achieve monthly, quarterly and yearly targets of NRI account openings, activations, brokerage generation & AUM growth.
• Scrutiny of NRI Account opening applications and ensuring seamless account openings with KYC operations.
• Provide high-quality customer service to NRI clients via 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 and handle escalations.

Skills

Communication skills

Active listening

Presentation skills

Interpersonal skills

NRI accounts knowledge

Investment products knowledge

Customer-centric

Target-driven

Job description

Greetings from SBI Securities Ltd

We are looking for NRI Relationship Manager for our Retail sales Vertical.

Department: Retail Sales

Role: Relationship Officer - NRI

Level: Individual Contributor

• 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

Key Competencies:

Excellent communication and active listening skills. Confidence and strong presentation abilities. Ability to explain information clearly and simply. Strong convincing and interpersonal skills. Knowledge of NRI account sourcing and investment products is preferable. Customer-focused and target-driven approach.