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14/12 Lavanya
Executive Recruiter at Liveconnections

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Relationship Manager/Relationship Officer/Business Development Executive - NRI/NR Vertical - Bank (3-10 yrs)

Bangalore Job Code: 56616

- The NR vertical is part of Retail Liabilities business of the Bank. It specialize in managing NR clients who are settled abroad & have their Banking & Investments in India.


- The Location Manager of the NR vertical caters to complete Banking solutions for the clients, including Investments, Forex etc.


- The Location Manager has a team of NR RO & RM to manage the clients for their financial and banking needs in India, while they are in India or abroad. They also get support from product team.


- This role is a support role for managing the entire NR relationship management team & driving the Branch banking & Sales Team towards NR business.


- The incumbent will handle key responsibilities by supporting the RO/RM in managing clients, generating business by way of cross sell, ensuring proper attention to the client's request, on-board and deepen clients- relationship and helping the RM to achieve the team targets.


- A large part of the role involves direct interactions with RBM/AM & supervisors of different channels in order to drive the NR business in the region.

JOB ROLE:

- Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements (extend credit facility) of the Kotak Mahindra 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 KMBL.

- Handling NR 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.

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. 


Job Requirements :

- 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.

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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