Role & responsibilities

Key Skills
Client relationship management: Robust interpersonal skills to build and maintain high trust and long term relationship with clients
Communication: Excellent verbal and communication skills for conveying complex concepts clearly
Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.
Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
Problem-Solving Abilities: Robust 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 (India)
🏢 Axis Bank
📍 India