Leading Private Bank·1 month ago
1 month ago
Client Relationship Manager - Non Resident Indian
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What you'll do
- Acquire and onboard new NRI customers and build a strong NRI customer portfolio.
- Manage and deepen relationships with existing NRI clients to increase customer engagement and wallet share.
- Drive growth in NRE, NRO, FCNR accounts, CASA and Term Deposits.
- Source new-to-bank (NTB) customers through referrals, customer references, business networks and other acquisition channels.
- Identify customer financial needs and provide suitable banking and investment solutions.
- Cross-sell relevant products such as Mutual Funds, Insurance, Deposits, Forex, Remittances and other approved investment and banking products.
- Achieve assigned targets for customer acquisition, liabilities, revenue, cross-selling and portfolio growth.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Acquire and onboard new NRI customers and build a strong NRI customer portfolio.
- Manage and deepen relationships with existing NRI clients to increase customer engagement and wallet share.
- Drive growth in NRE, NRO, FCNR accounts, CASA and Term Deposits.
- Source new-to-bank (NTB) customers through referrals, customer references, business networks and other acquisition channels.
- Identify customer financial needs and provide suitable banking and investment solutions.
- Cross-sell relevant products such as Mutual Funds, Insurance, Deposits, Forex, Remittances and other approved investment and banking products.
- Achieve assigned targets for customer acquisition, liabilities, revenue, cross-selling and portfolio growth.
Company
Leading Private Bank
Trichy, United States of America
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