Walk-in Interview - NRI Relationship Manager- Nariman Point

Axis Bank; Mumbai Suburban; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Axis Bank in Mumbai Suburban seeks a client-focused professional to manage NRI customer relationships, provide financial solutions, and maintain detailed client profiles. The role emphasizes cross-selling, CRM activity, and adherence to KYC/SEBI guidelines.

You will engage with clients to deliver banking products, monitor market movements, and identify opportunities for growth within existing relationships. Strong communication and sales skills are required.

Qualifications

• Relationship management experience with clients
• Excellent verbal communication and clarity in conveying concepts
• Proven track record in sales and meeting/exceeding targets
• Strong understanding of banking products, services and markets
• Analytical and problem-solving abilities to address client needs

Responsibilities

• Provide financial solutions to the NRI customers while maintaining high service standards
• Maintain complete customer profile including risk profile, demographics and assets in the bank
• Maintain relationships with existing customers through mailers and phone calls and share insights on rate fluctuations and product offerings
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen relationships by cross selling the bank's products and third-party investments
• Review inflows/outflows in mapped NRI accounts and track NRI visits to India
• Identify potential customers to tailor product offerings and enhance penetration
• Acquire new customers via referrals from clients, brokers, expats and overseas branches
• Achieve monthly targets as assigned
• Record and track engagement activities through the CRM system
• Comply with KYC/SEBI rules and regulations governing the Bank

Skills

Relationship management

Communication

Sales & Negotiation

Financial Acumen

Problem solving

Job description

Role & responsibilities

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 basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank