Team Leader at V-Konnect Associates
Views:53 Applications:12 Rec. Actions:Recruiter Actions:0
NRI Relationship Manager - Sales - Bank (2-10 yrs)
NRI RM - Banking - Mumbai
- Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from NRI & UHNI segment
- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identifies current and potential relationship with additional revenue potential and grow business
- Generating Incremental Business
- Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.
- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
- Deepens relationship to increase CASA balance in allocated portfolio
- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank
- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Investment Advisory
- Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products
- Drives revenue business to generate fee income through products like mutual funds, investments and insurance.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
