- Coordinating with SBI Branches for Acquisition, Develop & Retention of recent quality NRI customers.

- Work along with internal customer acquisition & Bank NRI team (Branches & RMs) for driving NRI customer acquisition and maintain a profitable and long-lasting relationship with them

- Achieve of monthly / quarterly & yearly targets of NRI account opening, Account Activation, brokerage generation & increase in AUM as defined by the organization.

- Scrutiny of NRI Account opening applications, Collection of KYC documents from the NRI clients and ensuring the account is opened seamlessly in close coordination with the Central NRI Desk & the KYC operations within the Turnaround Time (TAT)

- Provide high-quality customer service to NRI clients through email, phone, and digital channels.

- Identify opportunities to enhance operational efficiency and improve client satisfaction.

- Coordinate with internal Central NRI Desk & KYC teams to resolve client queries efficiently

- Respond to escalations and perform root cause analysis for all issues raised by clients and internal departments

Interested candidate please share your resume on [email protected]

📌 SBI Cap Securities | NRI - Relationship Manager (Surat)
🏢 SBICAP Securities
📍 Surat