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16/12 Pooja
Talent Acquisition Executive at Bridging Gaps

Views:9 Applications:16 Rec. Actions:Recruiter Actions:9

NRI Relationship Manager - Sales - Bank (6-12 yrs)

Delhi NCR/Jalandhar/Mumbai/Pune Job Code: 248639

Strategy :

 1. Build and deepen relationships with existing Priority NRI Customers to achieve increase in share of wallet and revenues.

 2. Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

3. Manage the portfolio to de-risk against attrition and achieve stability of book.

4. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

 5. Serve as the one-point contact to the High Net Worth customers of the Bank Business

6. Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment

 7. Achieve the Targets set in terms of product mix

 8. Induction of all new customers brought in by the Branches & Direct Sales team.

 9. Achieve best in class- productivity in order to maximize the efficacy of the sales process.

 10. Achieve the budgeted cross sell targets.

11. Aggressive Sales call plans to acquire large prospective customers through referrals.

 12. Ensure coverage of customer base in accordance with the approved contact plans.

- Coordinate customer events for the cluster along with the product team

Risk Management :

1. Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.

 2. Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.

 3. Ensure full awareness of all policies relating to operational risk, sales processes, mis selling, etc. and comply with the same

 Read, understand and comply with all provisions of the Group Code of Conduct

Our Ideal Candidate :

- AMFI

- IRDA

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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