Job Description

Responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service

Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet

Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India

To be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings

Generate new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, overseas branches

Increase customer engagement through cross - selling investment Products like Life Insurance, General Insurance, Gold Coins, etc.

Desired Candidate Profile

Please refer to the job description above

Key Skills

Key Skills

. Sales, Life Insurance, Investment Products, Cross Selling, General Insurance, NRI RM, Relationship Management, Liabilities, Customer Service

Qualification

. Any Graduate

Additional Qualification

. Sales, Life Insurance, Investment Products, Cross Selling, General Insurance, NRI RM, Relationship Management, Liabilities, Customer Service

Industry

. Banking/Financial/Insurance Services

Functional Area

. Banking/Insurance

Job Role

. Relationship Executive/Manager

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