Job Overview
NR Relationship Manager will be primarily responsible for providing financial solutions to meet the requirements of the NRI customers of the bank. Acquisition of new NRI customers through referrals from existing customers, overseas branches, etc
Job Description:
1) He/She will be responsible to maintain the existing customer relationship by providing them superior quality services and provide them best investment solutions according to the customer's needs.
2) Drive customer engagement by cross-selling investment products (e.g., life insurance, general insurance, Mutual funds, PMS) and non-investment products (e.g., forex, remittances) to both new and existing customers.
3) Will be responsible for new acquisition of NR accounts through referrals from existing customers, stock brokers, overseas branches, NR associations, Prominent stockbrokers, and expats from shipping companies.etc.
4) Establish strong customer connections via mailers and phone calls, sharing insights on interest rate changes, exchange rate fluctuations, and other product offerings. Maintain a track record of the customer visit.
5) Should be responsible for customer engagement by cross selling investment products like Life Insurance, General Insurance, etc and Non Investment products like Forex, Remittances, etc.Responsible for reviewing the inflows and outflows of the existing customers.
Looking for candidates with minimum 3- 4 years of relevant branch banking experience and exposure to NRI clients for Banks , NRE/NRO Accounts, Forex, Remittances, Mutual Funds, Insurance, Wealth/Investment products