Relationship Manager-NRI
Published date: 2024/01/10
- Location: Pune Maharashtra, Pune, Maharashtra, India
Job Title: Relationship Manager-NRI
Function/Department: Retail Banking
Job Purpose:
The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring 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 acquiring NTB non-resident clients and servicing the existing relationships contributing to the larger branch banking channel objectives.
Roles & Responsibilities:
• Inform customers of new products or product enhancements to further expand the banking relationship.
• Coordinate with other functional teams to provide seamless access to other products.
• Ensure the enhancement of customer value by understanding and providing customized solutions.
• Maintain updated and accurate relationship records for assigned customer accounts.
• Penetration of group or family accounts of the existing mapped base
• Track customer complaints, queries and turnaround times for customer satisfaction.
• Plan and conduct special sales initiatives and events for prospective and existing corporations.
• Assist the Senior Relationship Manager - NRI in providing a best-in-class customer experience to become their banking partner of choice.
• Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
• Recommend process changes in order to improve service efficiency and quality across the branch network.
Educational Qualifications:
Graduation: Bachelor's in engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.
Post-graduation: MBA, PGDM.
Experience: 5-10 years of relevant branch banking experience
Function/Department: Retail Banking
Job Purpose:
The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring 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 acquiring NTB non-resident clients and servicing the existing relationships contributing to the larger branch banking channel objectives.
Roles & Responsibilities:
• Inform customers of new products or product enhancements to further expand the banking relationship.
• Coordinate with other functional teams to provide seamless access to other products.
• Ensure the enhancement of customer value by understanding and providing customized solutions.
• Maintain updated and accurate relationship records for assigned customer accounts.
• Penetration of group or family accounts of the existing mapped base
• Track customer complaints, queries and turnaround times for customer satisfaction.
• Plan and conduct special sales initiatives and events for prospective and existing corporations.
• Assist the Senior Relationship Manager - NRI in providing a best-in-class customer experience to become their banking partner of choice.
• Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
• Recommend process changes in order to improve service efficiency and quality across the branch network.
Educational Qualifications:
Graduation: Bachelor's in engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management.
Post-graduation: MBA, PGDM.
Experience: 5-10 years of relevant branch banking experience
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