Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the excellent stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points
The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The position entails client management and acquisition with a key focus on expanding the Asset under Management. The center of all client engagements will be to ensure superior customer experience.
Client relationship management : Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
# 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
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
Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches
Record and track all engagement activities through the CRM system
Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
Graduation from a recognized institute
Knowledge of banking products and services
Good communication (both verbal and written) skill in both English and the local language
Good networking and relationship building skills
📌 Relationship Manager I - Business Banking (Phagwara)
🏢 Axis Bank
📍 Phagwara
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