Relationship Manager - Wealth Management - Private Bank (1-2 yrs)

The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling.

- The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.

- Provide financial solutions to the NRI customers while maintaining high service standards. Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

- 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 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.