Dealing with NRI client and expanding the business.
- 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 new 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.
- Local candidates will be preferred.
