Nri RM: Banking: Kayamkulam, Kowdiar, Alappuzha,Irinjalakuda

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Key Responsibilities:
  • Provide financial solutions to the NRI customers while maintaining high service standards.
  • Maintain a 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.
Role Proficiencies:
  • Academic Qualifications Required : Minimum Graduate
  • Sales Experience in Handling HNI Customers in Banking sector
  • Knowledge of the Banking Industry & Financial Markets Nature of Relevant Work Experience Required
  • 5+ years of Banking & NBFC experience but the candidate should be working with a bank currently.
  • Must have handled portfolio before
  • NRI banking experience is a must
  • Experience:

    5 - 10 Years

  • Salary:

    7 LPA - 9 LPA

  • Diversity Candidate:

    Yes

  • Location:

    Kowdiar, Thalasserry

  • Address:

    NA

  • Primary Skills:

    Wealth Management, Portfolio Management, Hni Client Handling

  • Secondary Skills:

    NRI Client Handling, Relationship Management, Banking Sales

  • Industry:

    Banking/Mortgage

  • Job Type:

    Full time

  • Degree:

    Any Graduate

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