Role & responsibilities

Key Skills

1. Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients

2. Communication: Excellent verbal and communication skills for conveying complex concepts clearly

3. Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.

4. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.

5. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges.

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

📌 Walk-in Interview - NRI Relationship Manager- Nariman Point (Mumbai)
🏢 Axis Bank
📍 Mumbai