▷ [01 / 10 / 2025] NR Business Specialist

Key Skills

1. Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients

2. Communication : Excellent verbal and communication skills for conveying complex concepts clearly

3. Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets.

4. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.

5. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges.

Key Responsibilities

• Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches.
• Work in close collaboration with the Branch Banking team to grow the NR business for the assigned geography
• Provide financial solutions to the NRI customers while maintaining high service standards
• 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
• 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
• Coach and be the Knowledge Lead for NR Business for Branch teams on the latest products and processes of the Bank
• Conduct training for the Branch Team / RMs on a regular basis
• Regular interaction with central teams to help build a strong customer proposition
• Work along with the Sales team and other channels to achieve targeted growth.
• Strong Analytical, Presentation skills and MIS reporting are required & should be able to present to Senior Management the desk investment policies and strategies.
• Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.