Role: Relationship Manager- NRI

Grade: DMII to MMI

Reports to: Branch Manager

Job Role and Responsibilities:

• To ensure more wallet share to the customers to avoid devaluation of securities
• To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa (Primary bankers have 200 clients)
• Managing relationship to improve relationship value of existing customers
• Ensuring products, the customers according to their requirements

Deliverables:                                                                                       

• Maintain and deepen the relationships with the customers
• Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
• Ensure compliance as per the bank requirements
• Maintain regular contact with clients

Skills and Competencies:

• Ability to analyze data
• Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc)
• Maintaining external network i.e. to maintain contact with the customers
• Attitude to service clients by providing them smooth and superior service delivery

Educational Qualifications

•  Graduate & Post Graduate with 4-8 Years work experience.

Across India

4.00

8.00