Job Description
Job Description Form
Role/Job Title - Senior Relationship Manager
Place of work - Mumbai
Business - Retail Banking
Function/ Department - Branch Banking
Job Purpose
The role entails providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives.
Roles & Responsibilities
Key / Primary Responsibilities of the Role - List the primary deliverables
"- Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of wallet
- Review the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India
- Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings
- Generates new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, etc.
- Involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers
Secondary Responsibilities - List the deliverables other than primary, but essential for the role
"- Evaluate the growth strategy based on competitor analysis and
Role/Job Title - Senior Relationship Manager
Place of work - Mumbai
Business - Retail Banking
Function/ Department - Branch Banking
Job Purpose
The role entails providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives.
Roles & Responsibilities
Key / Primary Responsibilities of the Role - List the primary deliverables
"- Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of wallet
- Review the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India
- Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings
- Generates new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, etc.
- Involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers
Secondary Responsibilities - List the deliverables other than primary, but essential for the role
"- Evaluate the growth strategy based on competitor analysis and
💡 Quick Summary
Seeking a career-building opportunity? The Relationship 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.
