NRI WEALTH RELATIONSHIP MANAGER - 30938
Posted on :
02-04-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2683340
Job Description
Location: Mumbai
Experience Required: 03 years Plus
Joining Date : Immediate or within 1 month
Gender : Male Candidates
Preferred Sector: BFSI (Knowledge about Mutual Funds / Insurance Products)
Salary Range: CTCPA Additional benefits as per company& rsquo s norms
(Medi claim Incentives Travel Allowance Phone Allowance etc)
I: KEY RESPONSIBILITY AREAS:
A NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI
customers and advise them on various financial products and services offered by the
organization. The job involves travelling abroad for client meetings and event participation.
# Business Sourcing and revenue Generation:
1. To Source new business by acquiring new NRI clients and/or from cross selling
of products to the existing NRI and HNI clients
2. Acquire retain and deepen NRI Clients portfolio to maximize sales performance
to achieve revenue targets through wealth management products real estate
products asset related products (secured unsecured) and any other products
being offered by the organization...
3. Grow NRI AUM and Sales revenue on a month on month basis.
4. Support Managers in developing and implementing action plans to achieve
business objectives.
5. Increase product per customer on a regular basis within current NRI customer
base.
6. Organize and participate in all promotion activities organized at the
organization.
# Operational Governance.
1. Ensure all processes are followed to ensure that there are no operating losses/
Frauds.
2. Accurate and timely processing of customer instructions
3. Ensure adherence to KYC Norms.
4. Maintain standards to comply with Company Audit.
# Customer Experience Management
1. Ensure effective relationship management by monitoring the movement of the NRI
customers and implement a customer retention program.
2. Minimize rejections and customer complaints to create a wow experience.
3. Hold periodic customer meets and branch promotions to generate more business.
4. Customer query handling / complaint resolution.
5. Specific initiatives taken to improve service and reduce bottlenecks and customer
complaint
6. Customer visits as per laid down call frequency.
II: INDICATIVE KPIs
1. %Achievement of Sales Acquisition Revenue targets.
2. % Achievement of Book Growth targets.
3. % Achievements of Service Standards.
III: COMPETENCIES & SKILLS REQUIRED
A Relationship Manager is required to interact with customers for most part of his/her day
and so good communication and presentation skills are a prerequisite for the job. The job
also requires thorough financial and sector knowledge in order to provide sound and reliable
advice to clients. The major skills and competencies required are:
1. Excellent communication Skills
2. Understanding and interest in financial products and markets
3. Ability to analyze information.
4. Ability to explain complex information clearly and simply.
5. Good sales negotiation & amp influencing skills.
6. Excellent Customer Relationship Management skills.
Passport is a must as candidate has to travel to international locations multiple times.
sales acquisition,customer relationship management,influencing skills,communication skills,service standards,real estate products,wealth management,customer,revenue generation,communication,financial products knowledge,sales negotiation,business sourcing,skills,organization,operational governance,customer experience management,asset related products,travel,market knowledge,book growth
Employment Type
Full Time
Key Skills
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