Role & responsibilities
Client Acquisition & Management: Acquire recent NRI/HNI customers and build long-term relationships through regular communication and personalized service.
Product Promotion: Cross-sell and promote bank products such as NRE/NRO savings accounts, fixed deposits, remittances, wealth management products, loans, and insurance.
Portfolio & Target Achievement: Monitor account inflows/outflows, handle client requests, and meet individual and team acquisition, revenue, and liability growth targets.
Compliance & KYC: Ensure strict adherence to Know Your Customer (KYC), Anti-Money Laundering (AML), and regulatory guidelines set by the bank and RBI.
Customer Support: Act as the primary point of contact for resolving customer queries, service requests, and financial advisory needs.
As discussed Kindly share your updated Resume with required the details.