About the role
To strengthen customer relationships and drive portfolio growth through financial advisory, customer due diligence, needs assessment and solution-based recommendations. The role requires independent judgment in evaluating customer requirements, assessing business opportunities and risks, ensuring regulatory compliance, and representing the Bank in interactions with customers and stakeholders while contributing to portfolio performance and business growth.
- Achieve NR business objectives across the Zone by collaborating with Cluster/Segment Leaders to drive growth and acquisition.
- Acquire NTB customers through referrals, alliances, networks, and branch partnerships, while guiding branch staff in end-to-end onboarding.
- Support Segment RMs in NR acquisition and ETB portfolio management, generating forex income via FCNR forwards and cross-selling, and sharing insights on rates and products.
- Maintain client relationships through mailers/calls, conduct training for staff and leaders to enhance product knowledge.
- Monitor key quality parameters like funding and account activation to improve portfolio performance.
Experience: 5 to 6 years
Qualifications: Graduate/Post Graduate/MBA