Job Requirements:
• MBA/ CA
• Experience of 3-8 years in relevant field
• Good communication skills
Job Responsibilities:
• Identify existing branch customers who require alternative investment avenue and
onboard them these customers under suitable program
• Acquire new customers who meet product criteria and flag them on the system
• Regularly interact with the customer to build rapport and understand the profile.
• Monitoring Inward Remittances, FCY Chq Realization
• Contact 15 unique customers daily for sales calls
• Handling Service Request for NR HNW clients
• Ensure certification of documentation required for opening and maintaining customer
accounts
• Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that
may be notified from time to time)
• Ensure that an optimal level of Income generating Product Group Holding (IPGH) is
reached. Enhance client's CTG level and Ensure that the Customer Group
profitability is achieved
• Customer Services: Ensure quality customer service is delivered. All customer
queries and complaints to be resolved the same day. Ensure the customer is
informed about any regulatory or process change. Keep the customer updated on
program features.
• Complaint Management: To ensure all queries and complaints are resolved within the
bank specified TAT.