Relationship Manager - NRI

☞ MintSkill HR Solutions LLP

View: 106

Update day: 08-05-2024

Location: Mehsana Gujrat

Category: Sales

Industry: Staffing Recruiting Banking Financial Services

Position: Associate

Job type: Full-time

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Job content

Job Description

Department :Retail Liabilities -NRI

Location :Bangalore, Delhi, Mumbai, Mehsana, Rajkot, Kollam, Trichhi, Trissure,

Reporting Relationship :Area Manager-NR

Position Grade : Manager/Senior Manager

The NRI vertical is part of Retail Liabilities business of the Bank. It specialize in managing NRI

clients who are settled abroad & have their Banking & Investments in India.

Job Role
  • Create a world class NRI liability for Bank to take care of the funding requirements of the Bank.
  • Meeting monthly acquisition target for liability sales.
  • Initiating, in consonance with community banking, credit proposals for high net worth individuals to deepen their relationship with Bank.
  • Handling NRI clients for service needs in India.
  • Updating and maintaining a comprehensive database.
  • Creating and maintaining hype and enthusiasm among all branch employees to generate and convert customer/referral leads.
Requirements

Job Requirements:
  • Min experience – 3-5 years
  • Superior relationship management and interpersonal skills
  • Sales ability of a very high order
  • Excellent command of product and processes knowledge
  • In-depth understanding of financial instruments, markets and macro micro economic processes.
  • Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT”
  • Leadership and managerial skills to coach, guide, train and motivate the NRI Client Acquisition Team.
  • Numerical and analytical skills to calculate returns / Yields / EMI / Etc on products for customers.
  • Excellent written and oral skills.
  • Understanding of the credit cycle, for the consumer as well as community banking.
  • Knowledge of and understanding about the compliance policies and procedures.
  • Ability to function in and add to the performance of a team.
  • Ensure NRI Channel meets its overall revenue
  • Adherence to all regulatory, statutory and corporate compliance standards and audit requirements in full.
  • Liaising with product management team, marketing and other centers for new product development, service enhancements and sales initiatives.
  • Co-coordinating with other businesses to generate cross referrals and for providing NRI customer’s seamless access to all Bank products e.g. direct asset products etc.
  • Co-coordinating with and training other RM’s for delivering a common level of world class service to NRI customers for their financial needs.
Benefits

Requirements

Job Requirements: Min experience – 3-5 years Superior relationship management and interpersonal skills Sales ability of a very high order Excellent command of product and processes knowledge In-depth understanding of financial instruments, markets and macro micro economic processes. Ability to carry along all the units involved in the customer service cycle to ensure customer “DELIGHT” Leadership and managerial skills to coach, guide, train and motivate the NR Client Acquisition Team. Numerical and analytical skills to calculate returns / Yields / EMI / Etc on products for customers. Excellent written and oral skills. Understanding of the credit cycle, for the consumer as well as community banking. Knowledge of and understanding about the compliance policies and procedures. Ability to function in and add to the performance of a team. Ensure NR Channel meets its overall revenue Adherence to all regulatory, statutory and corporate compliance standards and audit requirements in full. Liaising with product management team, marketing and other centers for new product development, service enhancements and sales initiatives. Co-coordinating with other businesses to generate cross referrals and for providing NR customer’s seamless access to all Kotak Mahindra Bank products e.g. direct asset products etc. Co-coordinating with and training other RM’s for delivering a common level of world class service to NRI customers for their financial needs.
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Deadline: 22-06-2024

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