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 feedback from different channels/customers
• Recommend process changes in order to improve service efficiency and quality across the branch network
• Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives
• Knowledge of the Banking Industry, FEMA regulations governing NRI business, NRI Customer Behaviour, Money and Financial Markets "
Managerial & Leadership Responsibilities - (if applicable)
"- Attract and retain best-in-class talent for key roles in their reporting structure
• Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements
• Enable teams to drive growth targets by providing necessary support "
Key Success Metrics
CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets
Qualifications
Graduate -
Any
Post Graduate
• MBA preferred ( Tier 1 )
Experience
Minimum Number of Years -
10+ years of relevant branch banking experience
Industry -
BFSI
Functional Area -
Retail Banking
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 feedback from different channels/customers
• Recommend process changes in order to improve service efficiency and quality across the branch network
• Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives
• Knowledge of the Banking Industry, FEMA regulations governing NRI business, NRI Customer Behaviour, Money and Financial Markets "
Managerial & Leadership Responsibilities - (if applicable)
"- Attract and retain best-in-class talent for key roles in their reporting structure
• Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements
• Enable teams to drive growth targets by providing necessary support "
Key Success Metrics
CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets
Qualifications
Graduate -
Any
Post Graduate
• MBA preferred ( Tier 1 )
Experience
Minimum Number of Years -
10+ years of relevant branch banking experience
Industry -
BFSI
Functional Area -
Retail Banking
💡 Quick Summary
Seeking a career-building opportunity? The Senior Relationship Manager|NRI position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
