Relationship Manager- Bank- Multiple location

☞ V-Konnect Associates

Aussicht: 101

Update Tag: 30-04-2024

Ort: Hoshiarpur Punjab

Kategorie: Der Umsatz

Industrie: Staffing Recruiting

Position: Mid-Senior level

Jobtyp: Full-time

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Jobinhalt

Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of wallet

Review the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India

Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings

Generates new sales leads for NRI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc.

Involved in increasing customer engagement through cross selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers

Secondary Responsibilities

Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers

Recommend process changes in order to improve service efficiency and quality across the branch network.

Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives

Knowledge of the Banking Industry, FEMA regulations governing NRI business, NRI / HNW Customer Behaviour, Money and Financial Markets

Managerial Leadership Responsibilities (if Applicable)

Attract and retain best-in-class talent for key roles in their reporting structure

Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements

Enable teams to drive growth targets by providing necessary support

Key Success Metrics

CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets

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Frist: 14-06-2024

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