About The Job
Relationship Manager NRI Axis Bank
#ComeAsYouAre We are ‘Dil Se Open’. Women, LGBTIQIA+, PwD candidates of all ages are encouraged to apply
About Affluent Business
Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points
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 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 handle pressure and meet deadlines
- Good networking and relationship building skills
Job Location : Kolkata (West Bengal)
About Company
Axis Bank
Banking 10,001+ employees
Axis Bank is the third largest private sector bank in India. The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses.
The Bank has a large footprint of 4,528 domestic branches (including extension counters) with 12,044 ATMs & 5,433 cash recyclers spread across the country as on 31st March, 2020. The overseas operations of the Bank are spread over eleven international offices with branches at Singapore, Hong Kong, Dubai (at the DIFC), Colombo, Shanghai and Gift City-IBU; representative offices at Dhaka, Dubai, Abu Dhabi, Sharjah and an overseas subsidiary at London, UK. The international offices focus on corporate lending, trade finance, syndication, investment banking and liability businesses.
Axis Bank is one of the first new generation private sector banks to have begun operations in 1994. The Bank was promoted in 1993, jointly by Specified Undertaking of Unit Trust of India (SUUTI) (then known as Unit Trust of India), Life Insurance Corporation of India (LIC), General Insurance Corporation of India (GIC), National Insurance Company Ltd., The New India Assurance Company Ltd., The Oriental Insurance Company Ltd. and United India Insurance Company Ltd. The share holding of Unit Trust of India was subsequently transferred to SUUTI, an entity established in 2003.
With a balance sheet size of Rs. 9,15,165 crores as on 31st March 2020, Axis Bank has achieved consistent growth and with a 5 year CAGR (2014-15 to 2019-20) of 15% each in Total Assets, Deposits and Advances.
‘Open’ is more than a sign that hangs on our door.
It is a sign of what to expect when you walk in through that door.
For your dreams, our eyes are open. For your hopes, our minds are open. And for your plans, we promise to open every possible window of opportunity.
We welcome you with all our hearts.
You will always find us ‘Dil se open’
How To Apply
Interested candidates can apply through Linkedin from the below link