Location: Mumbai Metropolitan Region
Work Arrangement: On-site
Employment Type: Full-time
One of our banking clients is looking for a Senior Business Relationship Manager - NR to drive NRI client acquisition, relationship management, and cross-selling of wealth and banking products.
Acquisition of NRI clients and cross-selling of wealth products.
Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products (Current / Savings / Term deposits), wealth management products and asset-related products (secured, unsecured).
Provide support for new product launches and champion new sales initiatives.
Devise strategies to acquire large prospective customers through referrals and maximize market share in the catchment area of the branch through below-the-line activities and promotions.
Coordinate customer events along with the product team.
Ensure effective Relationship Management by monitoring the movement of the top customers of the branch and devising and implementing customer strategies.
Drive client engagement in line with the coverage model.
Own client portfolio for a limited defined period of time.
Support onboarding of premium clients and create a pipeline for upgrade to priority/premium segment.
Ensure adherence to all internal and external regulations.
NRI Process and Knowledge - Relationship Management Skills.
Monitor all major risk issues and concentrations.
Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees.
Follow Group code of conduct.
Maintain zero audit findings, no mis-selling and no fraud.
Display exemplary conduct and live by the Group’s Values and Code of Conduct.
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across the organisation.
Ensure compliance, in letter and spirit, with all applicable laws, regulations, guidelines and the Group Code of Conduct.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
NR Segment / Wealth Management
Relationship Management
Sales Acumen
Interpersonal Skills
Communication
Graduate / Postgraduate / MBA / MMS / MA / M.Sc
Certification: IRDA
