Job Requirements :

• MBA/ CA
• AMFI Certification
• IRDA Certification
• NCFM Certification (Optional)
• CAIIB (Optional)
• Internal Certification (NR Modules)
• Sales and Influencing Skills
• BanKing Product & Process Knowledge
• NRI Product and Regulatory Knowledge
• Planning and Organizing Skills
• Communication
• Knowledge of Competition & Current trends in financial Industry.
• Minimum experience of 3 years
• Exposure to NRI segment preferred

• 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
• To raise deposits and other liabilities from the customers.
• Achieving MTD and YTD Revenue Targets
• Enhance the value/book size of the given portfolio
• Achieving Top Line targets for various products like LI, MF etc

• Monitoring Inward Remittances, FCY Chq Realization
• Contact 15 unique customers daily for sales calls
• Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
• Update any Event Based Triggers (EBTs)
• Update any portfolio client related process like LTR etc
• 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)

• Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the NRI Preferred Customer

• 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

• 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.