NR Business Specialist

Key Skills

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

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

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

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

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.