Nri Relationship Manager Chennai, Vellore, Pondicherry & Coimbatore

Nri Relationship Manager Chennai, Vellore, Pondicherry & Coimbatore

13 Sep
|
Axis Bank
|
Chennai

13 Sep

Axis Bank

Chennai

About the Role:

The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management.

Key capabilities include working in a energetic and rapid-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.

Key Responsibilities:
Provide financial solutions to the NRI customers while maintaining high service standards
Maintain complete customer profile including the risk profile, demographics and assets in the bank




Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings
Enrich relationships and garner higher wallet share through customer engagement activities
Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India
Identify potential customers who can be sold tailored products to enhance product penetration
Acquire current customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches
Achieve targets as assigned by the organization on a monthly basis
Record and track all engagement activities through the CRM system
Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

📌 Nri Relationship Manager Chennai, Vellore, Pondicherry & Coimbatore
🏢 Axis Bank
📍 Chennai

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