Job Description
Job description – NR Business Specialist
Key Skills
• Domain expertise : Need detailed understanding of NRI & remittance business.
• Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients
• Communication : Excellent verbal and communication skills for conveying complex concepts clearly
• Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets.
• Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
• Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges.
Key Responsibilities
• Work in close collaboration with the Branch Banking team to grow the NR business for the assigned geography
• Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches.
• 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
• 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
• Coach and be the Knowledge Lead for NR Business for Branch teams on the latest products and processes of the Bank
• Conduct training for the Branch Team/ RMs on a regular basis
• Regular interaction with central teams to help build a strong customer proposition
• Work along with the Sales team and other channels to achieve targeted growth.
• Strong Analytical, Presentation skills and MIS reporting are required & should be able to present to Senior Management the desk investment policies and strategies.
• Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.
Key Skills
• Domain expertise : Need detailed understanding of NRI & remittance business.
• Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients
• Communication : Excellent verbal and communication skills for conveying complex concepts clearly
• Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets.
• Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
• Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges.
Key Responsibilities
• Work in close collaboration with the Branch Banking team to grow the NR business for the assigned geography
• Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches.
• 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
• 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
• Coach and be the Knowledge Lead for NR Business for Branch teams on the latest products and processes of the Bank
• Conduct training for the Branch Team/ RMs on a regular basis
• Regular interaction with central teams to help build a strong customer proposition
• Work along with the Sales team and other channels to achieve targeted growth.
• Strong Analytical, Presentation skills and MIS reporting are required & should be able to present to Senior Management the desk investment policies and strategies.
• Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.
💡 Quick Summary
Seeking a career-building opportunity? The Global Banking Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
