01Overview
Roles and Responsibilities :
Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients and grow existing ones.
Provide exceptional customer service, ensuring timely resolution of queries and issues related to priority banking, NRI services, HNI sales, and international banking.
Identify cross-selling opportunities for various financial products such as investment advisory services, insurance policies, etc. to increase revenue growth.
Develop strong relationships with internal stakeholders including branch managers, product specialists, and other teams to ensure seamless delivery of services.
Job Requirements :
6-8 years of experience in retail banking or wealth management industry.
Strong understanding of HNI client handling, acquisition, and relationship management principles.
Proficiency in NRI services including account opening procedures and regulatory requirements. .
