Senior Relationship Manager-NRI

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