Senior Business Relationship Manager

apartmentPrimeTalentBridge placeMumbai calendar_month 

Senior Business Relationship Manager - NR

Location: Mumbai Metropolitan Region
Work 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.
Business
  • Support onboarding of premium clients and create a pipeline for upgrade to priority/premium segment.
Processes
  • Ensure adherence to all internal and external regulations.
People & Talent
  • NRI Process and Knowledge - Relationship Management Skills.
Risk Management
  • Monitor all major risk issues and concentrations.
  • Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees.
Governance
  • Follow Group code of conduct.
  • Maintain zero audit findings, no mis-selling and no fraud.
Regulatory & Business Conduct
  • 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.
Key Stakeholders
  • NR Segment / Wealth Management
Skills and Experience
  • Relationship Management
  • Sales Acumen
  • Interpersonal Skills
  • Communication
Qualifications
  • Graduate / Postgraduate / MBA / MMS / MA / M.Sc
  • Certification: IRDA
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