Acquisition Relationship Manager - NR

An Acquisition Relationship Manager for Non-Resident (NR) business isresponsible for acquiring new Non-Resident Indian (NRI) clients for a bank, managing their financial needs, and growing their portfolio through cross-selling various banking products. Key duties include meeting new customer acquisition targets, building rapport, providing financial advice, and ensuring customer satisfaction through strong relationship management.

Key Responsibilities

• New Client Acquisition:Proactively acquire new NRI clients through various channels like referrals from existing clients, overseas branches, stockbrokers, and by building local B2B partnerships.
• Portfolio Growth:Expand the existing customer portfolio through new account acquisition and value building in existing accounts.
• Cross-selling and Upselling:Sell a wide range of bank products, including investments, structured products, insurance, and loans, to meet both client needs and sales targets.
• Client Service and Support:Provide high-quality service to high-net-worth clients by resolving their queries, issues, and providing financial advice.
• Sales Target Achievement:Consistently meet or exceed assigned revenue and sales targets on a month-on-month basis.
• Market and Customer Insights:Gather feedback on customer needs and market trends to help inform business strategies.

Essential Skills

• Strong communication and interpersonal skills to build rapport and trust.
• Ability to work independently and handle multiple tasks.
• Financial knowledge, including investments and banking products.
• Sales and negotiation skills.
• Proficiency in using telephonic and other communication channels effectively.