Senior Business Relationship Manager

PrimeTalentBridge; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

PrimeTalentBridge is seeking a Senior Business Relationship Manager - NR in Mumbai to drive NRI client acquisition, relationship management, and cross-selling of wealth and banking products. You will maximize sales, manage liability and wealth products, support new product launches, and develop strategies to attract large prospects, coordinating events and maintaining strong customer relationships.

The role emphasizes relationship management, sales acumen, and regulatory compliance within a

Qualifications

• Proven ability to manage NRIs and drive cross-sell of wealth and banking products.
• Strong client engagement and relationship-building skills across high-net-worth segments.
• Ability to coordinate events and promotions with product teams.

Responsibilities

• Acquire NRI clients and cross-sell wealth products.
• Maximize sales to meet revenue targets for self and branch through liability and wealth products.
• Support new product launches and sales initiatives.
• Develop strategies to attract large prospective customers and drive referrals.
• Coordinate customer events with the product team and maintain top customer relationships.
• Monitor key relationships and implement client strategies to minimize risk.

Skills

Relationship Management

Sales Acumen

Interpersonal Skills

Communication

Education

Graduate / Postgraduate / MBA / MMS / MA / M.Sc

IRDA Certification

Job description

Senior Business Relationship Manager - NR

Location: Mumbai Metropolitan Region
Work Arrangement: On-site
Employment Type: Full-time

About the Opportunity

One of our banking clients is looking for a Senior Business Relationship Manager - NR to drive NRI client acquisition, relationship management, and cross-selling of wealth and banking products.

Job Summary

• Acquisition of NRI clients and cross-selling of wealth products.




• Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products (Current / Savings / Term deposits), wealth management products and asset-related products (secured, unsecured).




• Provide support for new product launches and champion new sales initiatives.




• Devise strategies to acquire large prospective customers through referrals and maximize market share in the catchment area of the branch through below-the-line activities and promotions.




• Coordinate customer events along with the product team.




• Ensure effective Relationship Management by monitoring the movement of the top customers of the branch and devising and implementing customer strategies.

Key Responsibilities

Strategy

• Drive client engagement in line with the coverage model.




• Own client portfolio for a limited defined period of time.

Business

• Support onboarding of premium clients and create a pipeline for upgrade to priority/premium segment.

Processes

• Ensure adherence to all internal and external regulations.

People & Talent

• NRI Process and Knowledge - Relationship Management Skills.

Risk Management

• Monitor all major risk issues and concentrations.




• Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees.

Governance

• Follow Group code of conduct.




• Maintain zero audit findings, no mis-selling and no fraud.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.




• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across the organisation.




• Ensure compliance, in letter and spirit, with all applicable laws, regulations, guidelines and the Group Code of Conduct.




• Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

• NR Segment / Wealth Management

Skills and Experience

• Relationship Management




• Sales Acumen




• Interpersonal Skills




• Communication

Qualifications

• Graduate / Postgraduate / MBA / MMS / MA / M.Sc




• Certification: IRDA