Talent.com
This job offer is not available in your country.
Relationship Manager

Relationship Manager

Axis BankLudhiana, Punjab, India
21 days ago
Job description

About the Role :

The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.

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

  • 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
  • Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches
  • 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
  • Qualifications :

    Optimal qualification for success on the job is :

  • Graduation from a recognized institute
  • AMFI and NCFM certifications
  • Role Proficiencies :

    For successful execution of the job, the candidate should possess the following :

  • Knowledge of banking products and services
  • Ability to manage complex client situations
  • Good communication (both verbal and written) skill in both English and the local language
  • Ability to multitask, adaptive and responsive towards evolving customer and organization asks.
  • Good networking and relationship building skills
  • Create a job alert for this search

    Relationship Manager • Ludhiana, Punjab, India

    Related jobs
    Relationship Manager

    Relationship Manager

    White ForceLudhiana
    Relationship Manager-Digital Channel Partnership.FlexiLoans is a technology based Digital financing platform started with an endeavor to solve the problems that. Quick, Flexible and Adequate funds f...Show moreLast updated: 30+ days ago
    Relationship Wealth Manager - Bank

    Relationship Wealth Manager - Bank

    NGC CORPORATE RESOLUTION PRIVATE LIMITEDUP, India
    About the Company : Nexedge Capital is a fast-growing asset and wealth management start-up focused on providing innovative investment solutions and personalized financ...Show moreLast updated: 30+ days ago
    Relationship Manager - Retail Sales

    Relationship Manager - Retail Sales

    INVESCOINDIA
    As one of the worlds leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment ma...Show moreLast updated: 30+ days ago
    ICICI Lombard General Insurance - Relationship Manager

    ICICI Lombard General Insurance - Relationship Manager

    ICICI Lombard General Insurance Company LimitedMaharashtra, India
    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understandi...Show moreLast updated: 30+ days ago
    Centricity - Relationship Manager / Sr. Relationship Manager

    Centricity - Relationship Manager / Sr. Relationship Manager

    NexthireUP, India
    Graduates in any background or higher degree should have very good demographic understanding and strong relationship with IFAs / CAs and knowledge about Finance Industry in the assigned geography a...Show moreLast updated: 30+ days ago
    Relationship Manager Retail

    Relationship Manager Retail

    Liberty General InsuranceINDIA
    Recruitment, Licensing and Activation of IRDA Agents.Maintaining Relationship with Existing Agents.Responsible for Top and Bottom Line. At Liberty Mutual, our purpose is to help people embrace today...Show moreLast updated: 30+ days ago
    Supply Relationship Manager

    Supply Relationship Manager

    cogoportINDIA
    Do you prefer to get speeding tickets or parking tickets?.Because at Cogoport we are speeding ahead to do something remarkable for the world. We are trying to solve the Trade Knowledge and Execution...Show moreLast updated: 30+ days ago
    KredX - Relationship Manager - Global Trade Finance

    KredX - Relationship Manager - Global Trade Finance

    Minions Ventures Pvt LtdGujarat, India
    Position - Digital Sales Company Overview KredX is a supply chain finance powerhouse which emerged in India, and now has an evolving glo...Show moreLast updated: 30+ days ago
    Magma HDI General Insurance - Relationship Manager

    Magma HDI General Insurance - Relationship Manager

    Magma HDI General Insurance Company LimitedJharkhand, India
    Recruit, train, and motivate a team of insurance advisors / agents.Provide ongoing support and guidance to advisors / agents to enhance their performance. Monitor and evaluate the performance of the adv...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Axis BankLudhiana, Punjab, India
    The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of...Show moreLast updated: 9 days ago
    Relationship Manager

    Relationship Manager

    Talent CornerTelangana
    MTF trading, Equity marketing, sales.Should be from stock broking or banking.Show moreLast updated: 30+ days ago
    Kotak Mahindra Bank - Relationship Manager

    Kotak Mahindra Bank - Relationship Manager

    Kotak Mahindra Bank LimitedRajasthan, India
    Job Role : The key responsibilities of the role will be as follows : - Acquiring NTB customers with ticket sizes from 15 - 200 crs.Managing portfolio in te...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    Placement IndiaGoa, Goa, IN
    Relationship ManagerChannel-Agency channel Key Responsibilities : Agent Recruitment & Onboarding : Identify and recruit new agents, provide onboarding and training programs to ensure agents are well-p...Show moreLast updated: 30+ days ago
    Moneyboxx Finance - Relationship Manager

    Moneyboxx Finance - Relationship Manager

    Moneyboxx FinanceKarnataka, India
    The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understandi...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    HDFC Bank LimitedLudhiana, Punjab, India
    This is a job role in Retail Branch Banking vertical for the role of Preferred Relationship Manager.The ideal candidate will be responsible for gaining a deep understanding of the clients' business...Show moreLast updated: 9 days ago
    Relationship Manager

    Relationship Manager

    iServe FinancialINDIA
    Job Description Acquiring clients through direct sales / CA / Broker / Builder Channels.Analyze clients' financial needs. Taking Leads from tie up Builders & creating new ones.Sales -Customer Service -...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    INDIA MANPOWER SOLUTION PVT LTDLudhiana, Punjab, India
    The candidate should be target Oriented.Graduate with Excellent communication skills in English.Minimum 1-year work experience in Insurance Sales. The candidate should know the regional language.Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager-Commercial Banking

    Relationship Manager-Commercial Banking

    YES BANKLudhiana, Punjab, India
    The role holder is responsible for acquiring and providing support to the clients in the high octane Medium Enterprise segment (i. Achieve Banks objective in terms of earnings, assets, liabilities, ...Show moreLast updated: 28 days ago
    Relationship Manager

    Relationship Manager

    PROPTIGERINDIA
    What does this role hold for you??.Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, matching the investment need of the prospects.Usin...Show moreLast updated: 30+ days ago
    Relationship Manager

    Relationship Manager

    AllianzLudhiana, IN
    Agency Sales Relationship Management sales .Show moreLast updated: 30+ days ago