SBI Cap Securities | NRI - Relationship Manager

Sbicap Securities; Surat; On-site; INR 500,000 - 700,000; Full time

Job summary

Sbicap Securities in Surat is seeking a role focused on acquiring and servicing NRI clients. You will coordinate with SBI Branches, the NRI team, and KYC operations to open accounts and build profitable relationships.

You will drive monthly/quarterly/yearly targets for NRI account openings, activation, brokerage, and AUM growth, while addressing client queries via email, phone, and digital channels and improving efficiency.

Responsibilities

• Coordinate with SBI Branches and internal NRI teams for driving NRI customer acquisition and maintaining profitable relationships.
• Scrutinize NRI account opening applications, collect KYC documents, and ensure seamless account openings with KYC operations within Turnaround Time (TAT).
• Provide high-quality customer service to NRI clients via email, phone, and digital channels.
• Identify opportunities to enhance operational efficiency and improve client satisfaction.
• Respond to escalations and perform root cause analysis for client and internal department 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