About the opportunity
Job Overview
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<p><span style="font-family:arial;">To build and manage relationship with Virtual program managed clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability , Mutual Funds, Life Insurance and other TPP products of the bank.</span></p> <ul><li><span style="font-family:Arial;">Regularly interact with the customer to build rapport and understand the profile.</span></li><li><span style="font-family:Arial;">Achieving MTD and YTD Revenue Targets</span><span style="font-family:Arial;"></span></li><li><span style="font-family:Arial;">Enhance the value/book size of the given portfolio</span></li><li><span style="font-family:Arial;">Achieving Top Line targets for various products like LI, MF etc.</span></li><li><span style="font-family:Arial;">Acquire new customers who meet product criteria and flag them on the system</span></li><li><span style="font-family:Arial;">Ensure certification of documentation required for opening and maintaining customer accounts</span></li><li><span style="font-family:Arial;">Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)</span></li><li><span style="font-family:Arial;">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.</span></li><li><span style="font-family:Arial;">Complaint Management: To ensure all queries and complaints are resolved within the bank specified TAT.</span></li></ul> <p><span style="font-family:arial;">Looking for candidates with excellent experience in HNI/NRI Client handling roles with any banks or wealth management companies. Candidate must know the local language along with excellent command on English as well. Candidate should knows about banking products and services. High preference to branch NRI/HNI relationship managers from other banks.</span><span style="font-family:arial;"></span></p>