Job Description
About Affluent Business:Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-pointsAbout the Role:The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experienceKey Responsibilities Provide financial solutions to the NRI customers while maintaining high service standardsMaintain complete customer profile including the risk profile, demographics and assets in the bankMaintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offeringsEnrich relationships and garner higher wallet share through customer engagement activitiesDeepen the existing relationships by cross selling the Bank's products and services/ third party investment productsReview the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to IndiaIdentify potential customers who can be sold tailored products to enhance product penetrationAcquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branchesAchieve targets as assigned by the organization on a monthly basisRecord and track all engagement activities through the CRM systemComply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications:Optimal qualification for success on the job is: Graduation from a recognized instituteAMFI and NCFM certifications Role Proficiencies:For successful execution
💡 Quick Summary
Seeking a career-building opportunity? The RB Affluent BusinessRelationship Manager NRI position is now open for candidates interested in the Bank Jobs sector. This role in Chennai 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.