Relationship Manager NRI

Key Responsibilities

• Acquire and manage all types of core liability clients and products for NR & Privy or Priority, including Savings Accounts (SA), Current Accounts (CA), Term Deposits (TD), Recurring Deposits (RD), Life Insurance (LI), General Insurance (GI), and Asset Cross-Sell in your assigned area.
• Identify and onboard Top Market Leading NR & Privy or Priority Liability Clients, Ultra High-Net-Worth Individuals (HNIs), and HNIs through market intelligence at local branches across various geographies in the State or Territory.
• Participate in joint calls with NR & Privy or Priority Territory Managers (TM), Sales Heads (SH), and Branch Banking officials as needed to facilitate deal closures.
• Execute sales campaigns and events in NR & Privy or Priority catchments, including Road Shows and Sales Marathons, to build brand presence in the market.
• Demonstrate strong business lobbying, relationship building, and rapport with immigration consultants, educational consultants, abroad travel agents, Foreign Currency Exchange (FCY) agencies, software companies, and similar entities.
• Drive growth of the NR & Privy or Priority book by deepening existing client relationships and increasing CA, SA, TD, RD, Asset Cross-Sell, and Third-Party Product (TPP) Cross-Sell for income generation.
• Implement and grow leads for NR & Privy or Priority using the Funnel concept, focusing on filtering good leads and discarding unqualified ones to maximize time spent on valid opportunities.
• Ensure 100% completion of LMS (Learning Management System) exams by every team member under supervision, across all levels.
• Provide regular product training to sharpen the sales team's skills and knowledge.
• Ensure the completion of all compulsory exams such as IRDA, NCFM required modules, and AMFI for all supervised teams.

Eligibility Criteria

• Any Graduate or Post Graduate with a strong passion for Sales.
• Age should not exceed 35 years.
• 3+ years of experience as a sales executive in New-to-Bank (NTB) Business Acquisition focusing on NR Privy or Priority clients for CA, SA, RD, TD, LI, GI, Mutual Funds (MF), Investments, and Asset Cross-Sell.
• A full understanding of local markets and product knowledge in NR & Privy or Priority CASA, LI, GI, MF, Investments, and Asset Cross-Sell Business is mandatory.
• Excellent communication skills in English and a Regional Language are an added advantage.
• The candidate must be prepared for extensive travel and should be mobile.