Senior Business Relationship Manager - NR

Location: Mumbai Metropolitan Region

Work Arrangement: On-site

Employment Type: Full time

About the Opportunity

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.

Job Summary

- 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.

Key Responsibilities

Strategy

- Drive client engagement in line with the coverage model.

- Own client portfolio for a limited defined period of time.

Business





- Support onboarding of premium clients and create a pipeline for upgrade to priority/premium segment.

Processes

- Ensure adherence to all internal and external regulations.

People & Talent

- NRI Process and Knowledge - Relationship Management Skills.

Risk Management

- Monitor all major risk issues and concentrations.

- Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees.

Governance

- Follow Group code of conduct.

- Maintain zero audit findings, no mis-selling and no fraud.

Regulatory & Business Conduct

- 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.

Key Stakeholders

- NR Segment / Wealth Management

Skills and Experience

- Relationship Management

- Sales Acumen

- Interpersonal Skills

- Communication

Qualifications

- Graduate / Postgraduate / MBA / MMS / MA / M.Sc

- Certification: IRDA

📌 Senior Business Relationship Manager (Mumbai)
🏢 PrimeTalentBridge
📍 Mumbai