SBI Securities hiring NRI Relationship Manager - Mangaluru

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

Job summary

SBI Securities Ltd is seeking an experienced NRI Relationship Manager for our Retail Sales vertical in India. The role focuses on acquiring and retaining high-quality NRI clients, coordinating with branches and the NRI desk, and achieving set targets for account openings, activations, brokerage, and AUM growth.

You will ensure seamless KYC, coordinate with internal teams, and deliver excellent service via email, phone, and digital channels.

Qualifications

• Experience in attracting NRI clients and maintaining long-term relationships.
• Strong communication and client-facing skills are essential.
• Knowledge of NRI investment products is preferable.

Responsibilities

• Coordinating with SBI Branches for acquisition, development, and retention of new quality NRI customers.
• Work with internal customer acquisition and Bank NRI team to drive NRI client acquisition and maintain relationships.
• Achieve monthly/quarterly/ yearly targets for NRI account openings, activations, brokerage generation, and AUM growth.
• Scrutinize NRI account opening applications and collect KYC documents with the Central NRI Desk & KYC operations within TAT.
• Provide high-quality customer service to NRI clients via email, phone, and digital channels.
• Identify opportunities to enhance operational efficiency and client satisfaction.
• 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.

Skills

NRI account sourcing

Customer acquisition

Relationship management

KYC/document handling

Job description

Greetings from SBI Securities Ltd

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

Department: Retail Sales

Role: Relationship Manager - 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.