• Opening For RM/NRI Business/Chennai Jobs in Chennai,India - 23791820

  • Lordi Systems Staffing Solutions Pvt Ltd

Job Description:

Dear Candidates,
We have an opening for RM-NRI Business(Sales) with a reputed bank in Chennai
Job Purpose
To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank
Key Responsibility Areas 6 8 Areas Activities
HNW Portfolio Management
Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program
Acquire new customers who meet product criteria and flag them on the system
Regularly interact with the customer to build rapport and understand the profile
Achieving MTD and YTD Revenue Targets
Enhance the value/book size of the given portfolio
Achieving Top Line targets for various products like LI, MF etc
Operations, Marketing & Processes Monitoring Inward Remittances , FCY Chq Realization
Contact 15 unique customers daily for sales calls
Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
Update any Event Based Triggers (EBTs)
Update any portfolio client related process like LTR etc
Handling Service Request for NR HNW clients
Ensure certification of documentation required for opening and maintaining customer accounts
Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)
Increase in market share Look for opportunities to cross sell any other product of the Bank, to ensure that Bank is a one stop shop & solution for all banking needs of the NRI Preferred Customer
Product Penetration & contribution towards focused product
Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reachedEnhance clients CTG level and Ensure that the Customer Group profitability is achieved
Customer Service
Customer Services Ensure quality customer service is delivered All customer queries and complaints to be resolved the same day Ensure the customer is informed about any regulatory or process change Keep the customer updated on program features
Complaint Management To ensure all queries and complaints are resolved within the bank specified TAT
Educational Qualifications Key Skills(examples listed below)
Graduation
Post-Graduation
Certifications
AMFI Certification
IRDA Certification
NCFM Certification (Optional)
CAIIB (Optional)
Internal Certification (NR Modules)
Sales and Influencing Skills
Banking Product & Process Knowledge
NRI Product and Regulatory Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial Industry
Experience Required
Minimum experience in years 3-4 yrs
Exposure to NRI segment (preferred)

Interested candidates can send resume in hr11lordisystemscom
Regards Naboneeta 9035500062 ,

Profile Summary:

Employment Type : Full Time
Industry : Manufacturing
Salary : Rs 7 - 16 Lakh/Yr
Deadline : 11th Apr 2020

Key Skills:

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