Senior Business Relationship Manager
PrimeTalentBridge Mumbai
Senior Business Relationship Manager - NR
Location: Mumbai Metropolitan RegionWork Arrangement: On-site
Employment Type: Full-time
About the Opportunity
One of our banking clients is looking for a Senior Business Relationship Manager - NR to drive NRI client acquisition, relationship management, and cross-selling of wealth and banking products.
Job Summary- Acquisition of NRI clients and cross-selling of wealth products.
- Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products (Current / Savings / Term deposits), wealth management products and asset-related products (secured, unsecured).
- Provide support for new product launches and champion new sales initiatives.
- Devise strategies to acquire large prospective customers through referrals and maximize market share in the catchment area of the branch through below-the-line activities and promotions.
- Coordinate customer events along with the product team.
- Ensure effective Relationship Management by monitoring the movement of the top customers of the branch and devising and implementing customer strategies.
Key Responsibilities
Strategy- Drive client engagement in line with the coverage model.
- Own client portfolio for a limited defined period of time.
- Support onboarding of premium clients and create a pipeline for upgrade to priority/premium segment.
- Ensure adherence to all internal and external regulations.
- NRI Process and Knowledge - Relationship Management Skills.
- Monitor all major risk issues and concentrations.
- Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees.
- Follow Group code of conduct.
- Maintain zero audit findings, no mis-selling and no fraud.
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across the organisation.
- Ensure compliance, in letter and spirit, with all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- NR Segment / Wealth Management
- Relationship Management
- Sales Acumen
- Interpersonal Skills
- Communication
- Graduate / Postgraduate / MBA / MMS / MA / M.Sc
- Certification: IRDA
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