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NR RM - Retail Branch Banking


Talent Ahead India Private Limited


Location

Dungarpur | India


Job description

Job Description

Roles and Responsibilities

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

Desired Candidate Profile

  • Minimum 4-5 years of experience in handling NR/HNI Customers, currently working as RM in any private sector Bank, NBFC can apply.
  • Knowledge of banking products and services
  • Ability to manage complex client situations
  • Good communication (both verbal and written) skill in both English and the local language
  • Ability to handle pressure and meet deadlines
  • Good networking and relationship building skills


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