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Relationship Manager- NRI

Keywords / Skills : Relationship Manager, Selling, BD, Sales, Relationship Management, Client relationship

4 - 8 years
Posted: 2019-02-19

Job Description
Relationship Manager- NRI

Grade: DMII to MMI

Reports to: Branch Manager

Job Role and Responsibilities:

-To ensure more wallet share to the customers to avoid devaluation of securities

-To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa (Primary bankers have 200 clients)

-Managing relationship to improve relationship value of existing customers

-Ensuring products, the customers according to their requirements


-Maintain and deepen the relationships with the customers 
-Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

-Ensure compliance as per the bank requirements

-Maintain regular contact with clients

Skills and Competencies:

Ability to analyze data

Ability to use tools related to wealth products (such as- funds and investments, insurance and risk protection etc)

Maintaining external network i.e. to maintain contact with the customers

Attitude to service clients by providing them smooth and superior service delivery

Educational Qualifications

Graduate & Post Graduate with 4-8 Years work experience



Min Exp (yrs):


Max Exp (yrs):


About Company

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