7 Nri Services Jobs nearby Erode

Job Role- Branch Relationship Manager  As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help ourcustomers realise their dreams and ambitions across ~500 branches in the country. As a market leaderin the consumer banking business, DBS has a full spectrum of products and services, includingdeposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards andpersonal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBSclients having an AUM INR 1 million through need-based approach and ensure clientcoverage and product penetration through cross-sell and up-sell of DBS products and services. To manage && maintain the highest customer satisfaction and service levels through pro-activeclient engagement && relationship management, coordinating internally with DBS Service andDistribution and Product team Key Accountabilities Acquire and upgrade quality clients in the branch location areas to Treasures segment. Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly && annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Ensure proper implementation && execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.  Required Experience Minimum 5 years of experience in in a reputed bank and proficient in banking products. In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an addedadvantage Contact Person- Adam Contact detail- 8778148373 Email- adam@livecjobs.com

Job Role: Treasury Relationship Manager Experience- Min 10 years  Compensation- Upto 24 LPA   Locations: Hyderabad, Chennai, Kochi, Coimbatore, Trichy, Salem  Contact Person- Sridevi Mail-  sridevi@livecjobs.com. Contact Details- 98840 12140 Role Overview: The Treasury Relationship Manager will be responsible for managing and expanding relationships with High-Net-Worth (HNI) clients within the Wealth Management and Private Banking segment. The role involves offering treasury products, investment solutions, and ensuring high-quality advisory services to meet client financial objectives. Key Responsibilities: Acquire, manage, and grow relationships with HNI clients by offering treasury and investment-related products. Understand client financial needs and provide customized solutions aligned with their investment goals. Cross-sell treasury products such as Forex services, structured products, mutual funds, fixed-income solutions, etc. Maintain strong relationships with existing clients and ensure prompt resolution of queries. Ensure compliance with regulatory, risk management, and internal policy guidelines. Coordinate with internal teams and product specialists to deliver best-in-class client experience. Meet revenue targets and contribute to the branch/business units overall performance. Candidate Requirements: Minimum 10 years of experience in HNI Sales, Wealth Management, or Private Banking. Strong understanding of treasury and investment products. Excellent communication, relationship-building, and advisory skills. Proven track record of managing high-value client portfolios. Ability to work in a fast-paced, target-driven environment.

As an Insurance Sales Manager at Bank, you will be responsible for driving the insurance business through BANK affluent and High Net-Worth Individual (HNI) customer base. This individual contributor role focuses on understanding client needs, offering tailored insurance solutions, and ensuring seamless customer service, while adhering to regulatory and internal compliance standards. Key Responsibilities: Insurance Sales: Drive life and non-life insurance sales through direct interaction with HNI clients of Bank. Client Relationship Management: Build and maintain strong relationships with HNI customers to ensure long-term engagement and cross-sell opportunities. Needs Assessment: Conduct financial needs analysis to recommend suitable insurance products that align with clients goals (protection, investment, retirement, estate planning). Coordination with Branch Staff: Work closely with branch relationship managers and wealth managers to leverage leads and ensure seamless execution of sales. Compliance & Documentation: Ensure accurate and timely documentation of all insurance-related transactions. Follow RBI, IRDAI, and internal compliance guidelines. Market Intelligence: Stay updated with the latest insurance products, industry trends, and competitor offerings to remain competitive. Customer Experience: Deliver a high-quality customer experience in every interaction, enhancing Bank reputation among HNI clients.

As a Finance Manager at Matrimony.com Ltd, located in Beliciaa Towers, MRC Nagar, RA Puram, Chennai, your role will involve the following key responsibilities: - Manage Banking Relationships & Cash forecast. - Monitor budgets and conduct variance analysis. - Validate audit schedules, vendor reconciliation/confirmation, fixed asset physical verification. - Report to management and stakeholders, providing insights for cost control. - Demonstrate effective people management and development skills. - Implement process improvements and automation. - Support Internal/Statutory Audit processes. In terms of skills and competencies, you should be: - Well versed with Accounting standards, MS Excel & modeling. - Possess good presentation and communication skills to engage with top management. - Have strong analytical skills to present insights to management on the business. - Ability to collaborate with multiple stakeholders and be task-oriented. - Capable of driving the automation agenda for a finance function. - Familiar with dealing with accounting packages such as Oracle/SAP. Regarding education and experience, the job description does not specify any particular requirements. About Matrimony.com Ltd, it is a Great Place to Work Certified Wed-Tech company listed on the BSE and NSE, known for being a leader in matchmaking and wedding services. The flagship brand, Bharat Matrimony, is recognized as the largest and most trusted matrimony brand. Matrimony.com Ltd serves over 8 million members with the support of 2,900+ associates and a network of 130+ company-owned retail outlets. Key Offerings of Matrimony.com Ltd include: - Matchmaking Services such as BharatMatrimony and 200+ matrimony brands segmented on religion, languages, communities, and occupation. - Jodii: An exclusive matchmaking app for non-degree holders in 9 Indian languages. - Assisted Service and EliteMatrimony: Personalized services catering to the HNI, NRI, and Premium segment of customers. Wedding Services offered by Matrimony.com Ltd consist of: - Wedding Bazaar: The largest wedding services provider. - Mandap.com: The largest online wedding venues platform. - MakeMyWedding: Providing personalized & curated wedding planning services. Additionally, Matrimony.com Ltd has ventured into New Initiatives & Verticals like: - Astro Free Chat: An exclusive app for astrology consultation. - ManyJobs: An employment platform targeting the grey-collar workforce, particularly in the Tamil Nadu market. - Luv.com: A next-generation serious relationship app. With successful international expansions into markets like the UAE and Bangladesh, Matrimony.com Ltd aims to dominate the $55 billion wedding services industry. As a Finance Manager at Matrimony.com Ltd, located in Beliciaa Towers, MRC Nagar, RA Puram, Chennai, your role will involve the following key responsibilities: - Manage Banking Relationships & Cash forecast. - Monitor budgets and conduct variance analysis. - Validate audit schedules, vendor reconciliation/confirmation, fixed asset physical verification. - Report to management and stakeholders, providing insights for cost control. - Demonstrate effective people management and development skills. - Implement process improvements and automation. - Support Internal/Statutory Audit processes. In terms of skills and competencies, you should be: - Well versed with Accounting standards, MS Excel & modeling. - Possess good presentation and communication skills to engage with top management. - Have strong analytical skills to present insights to management on the business. - Ability to collaborate with multiple stakeholders and be task-oriented. - Capable of driving the automation agenda for a finance function. - Familiar with dealing with accounting packages such as Oracle/SAP. Regarding education and experience, the job description does not specify any particular requirements. About Matrimony.com Ltd, it is a Great Place to Work Certified Wed-Tech company listed on the BSE and NSE, known for being a leader in matchmaking and wedding services. The flagship brand, Bharat Matrimony, is recognized as the largest and most trusted matrimony brand. Matrimony.com Ltd serves over 8 million members with the support of 2,900+ associates and a network of 130+ company-owned retail outlets. Key Offerings of Matrimony.com Ltd include: - Matchmaking Services such as BharatMatrimony and 200+ matrimony brands segmented on religion, languages, communities, and occupation. - Jodii: An exclusive matchmaking app for non-degree holders in 9 Indian languages. - Assisted Service and EliteMatrimony: Personalized services catering to the HNI, NRI, and Premium segment of customers. Wedding Services offered by Matrimony.com Ltd consist of: - Wedding Bazaar: The largest wedding services provider. - Mandap.com: The largest online wedding venues platform. - MakeMyWedding: Providing personalized & curated wedding planning services. Additionally, Matrimony.com Ltd has ventured int

Dear Candidate, Greetings From "APEX SERVICES" Designation - Equity Dealer Min Experience -1 YRS & above CTC - UPto- 6 lpa Job Description: 1. Trading on behalf of the clients and Advising clients on market Queries 2. Building relationships with NRI clients & educating them about Investments 3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)  Skills: - 1.Minimum Graduation 2.Should have a sound understanding / knowledge of capital markets. 3.Should be result-oriented, self-starter, proactive, good communication skills. 4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.  Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can call also on 7991680640.

Immediate requirement for Leading bank     We need looking for seasoned professional who is highly skilled in handling NRI/ HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.   It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards.   Experience Required: 4- 8 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience     Key Responsibilities:   Acquisition and Retention: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products. Dedicated Point of Contact: Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions. Account Relationship Review: Regularly assess individual client account relationships to determine banking and investment needs. Risk Profiling: Identify the client's risk profile and tailor solutions accordingly. Investment Products: Identify and propose potential investment products based on client requirements. Wealth Management Solutions: Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services. New Product/Service Development: Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence. Leverage Expert Knowledge: Collaborate with product and investment experts to generate specific investment ideas for clients. Smooth Transaction Execution: Ensure proper documentation and efficient processes for transaction execution and seamless customer service. Compliance: Adhere to and ensure all processes comply with defined compliance norms and regulatory standards. KYC Reports: Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date. Product Knowledge: Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams. Client Acquisition & Relationship Management: Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.     Interested applicants can apply or WhatsApp profiles to 8870630751

As a Business Enablement Specialist at AssetPlus, your main responsibility will be to develop and expand the NRI ecosystem. This will involve enabling partners to effectively acquire, manage, and grow their NRI clientele through cross-functional collaboration, scalable sales enablement programs, and ensuring operational excellence in onboarding and servicing. Key Responsibilities: - Develop the NRI ecosystem at AssetPlus - Coordinate with different departments to ensure smooth onboarding, transactions, and reporting for NRIs - Build sales enablement initiatives to help partners acquire and grow their NRI business - Track and measure the effectiveness of initiatives and activities - Drive tangible and sustainable growth of the NRI business as per company-defined metrics Qualifications Required: - 3-5 years of experience in business development, wealth management, or partner/channel enablement roles within the financial services or fintech space - Strong understanding of NRI investment regulations, financial products, and market dynamics - Proven ability to coordinate across teams and manage multiple stakeholders - Analytical mindset with the ability to derive insights from data and convert them into actionable strategies - Excellent communication, presentation, and relationship-building skills In addition, joining AssetPlus will provide you with the opportunity to build and scale a high-impact business vertical in a fast-growing fintech environment. You will experience a collaborative, performance-driven culture with exposure to leadership and the freedom to innovate and drive initiatives that shape the NRI investment ecosystem.,

Role/ Job Title: Sr, NRI Relationship Manager  Job Purpose: Team Leadership and Management Customer Acquisition Relationship Management Performance Monitoring and Reporting Compliance and Risk Management      Take ownership of driving RMs across Shifts which correspond to global time zones as per business requirement  - US/Canada. EURO/UK, ASIA PACIFIC, Middle East etc.  Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Collaborate with Branch Banking for any Customer Servicing or Service fulfillment.  Roles & Responsibilities: Ensuring the Elite Banker Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team  Enhancing engagement with HNI customers through Non face to face calls with Elite Bankers, support functions in peer group and quality NTB Acquisitions. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Collaborate with Branch Banking for any Customer Servicing or Service fulfillment. Responsible to drive Balance buildup, Inward remittances, Product cross sell, Customer activation on Digital channels  to enhance health of managed books / RM portfolios.  Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs launched by Central office / NRI product teams , assigned to the Elite Bankers  Incumbent is responsible to ensure that the Elite Bankers provide quality service delivery to bank customers and ensure process adherence.  Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement, and trainings to the team.  Client requests and complaints to be addressed efficiently within stipulated timelines.  Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and t Take ownership of driving RMs across Shifts which correspond to global time zones as per business requirement  - US/Canada. EURO/UK, ASIA PACIFIC, Middle East etc.  Secondary Responsibilities:  Ensuring the Elite Banker Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team Enhancing engagement with HNI customers through Non face to face calls with Elite Bankers, support functions in peer group and quality NTB Acquisitions. Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch. Collaborate with Branch Banking for any Customer Servicing or Service fulfillment. Responsible to drive Balance buildup, Inward remittances, Product cross sell, Customer activation on Digital channels  to enhance health of managed books / RM portfolios.  Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs launched by Central office / NRI product teams, assigned to the Elite Bankers  Incumbent is responsible to ensure that the Elite Bankers provide quality service delivery to bank customers and ensure process adherence.  Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement, and training to the team.  Client requests and complaints to be addressed efficiently within stipulated timelines.  Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and t Take ownership of driving RMs across Shifts which correspond to global time zones as per business requirement  - US/Canada. EURO/UK, ASIA PACIFIC, Middle East etc.  

Roles & Responsibilities: Responsible for managing a portfolio of NRI clients and driving relationship deepening through regular and high-quality engagement via calls, emails, and digital platforms. Drive cross-sell of relevant NRI products such as NRE/NRO accounts, fixed deposits, remittance services, insurance, and investment solutions. Increase product holding per customer (PHPC) by identifying customer needs and matching them with suitable bank offerings. Promote adoption and active usage of mobile/net banking channels and guide customers through digital onboarding. Assist in activation of accounts, optimizing balances, and enhancing CASA value from mapped NRI customers. Ensure KYC compliance and accurate customer profiling to present suitable products aligned with customer preferences and lifecycle needs. Provide end-to-end support for services like remittances, tax filing solutions for NRIs, FCNR deposits, and other wealth management offerings. Collaborate with internal stakeholders for timely resolution of customer service requests, queries, and escalations. Meet monthly scorecard targets on sales, service, and customer engagement KPIs. Ensure strict adherence to RBI guidelines, FEMA regulations, and internal compliance standards for NRI banking. Pitch and onboard customers into the NRI Relationship Banking Program, explaining its features, benefits, and eligibility. Maintain updated knowledge of global banking trends, currency movements, and regulatory changes impacting NRIs.

Roles & Responsibilities: Responsible for managing a portfolio of NRI clients and driving relationship deepening through regular and high-quality engagement via calls, emails, and digital platforms. Drive cross-sell of relevant NRI products such as NRE/NRO accounts, fixed deposits, remittance services, insurance, and investment solutions. Increase product holding per customer (PHPC) by identifying customer needs and matching them with suitable bank offerings. Promote adoption and active usage of mobile/net banking channels and guide customers through digital onboarding. Assist in activation of accounts, optimizing balances, and enhancing CASA value from mapped NRI customers. Ensure KYC compliance and accurate customer profiling to present suitable products aligned with customer preferences and lifecycle needs. Provide end-to-end support for services like remittances, tax filing solutions for NRIs, FCNR deposits, and other wealth management offerings. Collaborate with internal stakeholders for timely resolution of customer service requests, queries, and escalations. Meet monthly scorecard targets on sales, service, and customer engagement KPIs. Ensure strict adherence to RBI guidelines, FEMA regulations, and internal compliance standards for NRI banking. Pitch and onboard customers into the NRI Relationship Banking Program, explaining its features, benefits, and eligibility. Maintain updated knowledge of global banking trends, currency movements, and regulatory changes impacting NRIs.

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business.   Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank. Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Financial Planning and Investment Advisory to HNI /NRI clients. Driving revenue business to generate fee income through products like mutual funds, investments and insurance Ensure all sales activity is recorded online as per the organizational process. Capture and maximize the business opportunity through detailed client profiling as per organizational process. Interested candidate can share the Cv on below mention details janhvi.jadhav.ext@yesbank.in / 9137134926 NOTE - APPLY ONLY IF YOU CAN JOIN FOR INTERVIEW TOMMOROW NOTE - Candidates located in Mumbai can only apply

Job Purpose:VRM will be responsible for enhancing the customer engagement virtually to increase customer sickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. Virtual Relationship Manager to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key Onboarding steps for products cross-sell.

Job Purpose (Simple): As a Virtual Relationship Manager (VRM), your job is to talk to customers over phone/video and keep them engaged with the bank. You will help customers use mobile banking, suggest suitable bank products, and guide them to join the Relationship Banking program. Your goal is to increase customer satisfaction, build strong relationships, and help customers use more bank services. Roles & Responsibilities  Build strong and long-term relationships with customers. Talk to customers professionally and maintain high-quality conversations. Help customers download, log in, and use the banks mobile app (Optimus). Increase the customers account balance and bring in new customers. Promote and cross-sell products like credit cards and other pre-approved offers. Understand customer needs and suggest the right banking products. Help customers use services like Mobile/Net Banking, Bill Payments, SIPs, Insurance, Investments, and Loans. Achieve monthly targets and improve performance scores. Coordinate with internal teams to complete loan, trade, or other customer requests. Solve customer queries and complaints quickly to maintain high satisfaction (NPS). Follow all bank rules and compliance guidelines. Explain benefits of the Relationship Banking program and help customers join it.

You will be working as a Customer Service Representative (CSR) at Shaadi.com, India's No.1 Matchmaking & Matrimony Platform, based in Thane. Your role will involve managing interactions with VIP, NRI, and HNI customers through calls, chat, and email, providing white-glove customer service and personalized resolutions to their concerns with professionalism and empathy. It is essential to document all interactions accurately and maintain high service levels while handling multiple tasks efficiently. In case of complex issues, you will escalate them to senior teams and stay updated on Shaadi.com's premium features and global customer requirements. Collaborating with peers and managers to enhance the premium customer experience journey is also part of your responsibilities. Key Responsibilities: - Deliver white-glove customer service to Shaadi.com's VIP, NRI, and HNI members via phone, chat, and email. - Handle customer concerns with professionalism, discretion, and empathy. - Provide personalized resolutions and ensure complete ownership until closure. - Accurately document every interaction in CRM/ticketing systems. - Maintain high service levels (SLAs) while efficiently managing multiple tasks. - Escalate complex or sensitive cases to senior teams and keep clients informed. - Stay informed on Shaadi.com's premium features, membership plans, and global customer requirements. - Collaborate with peers and managers to enhance the premium customer experience journey. Qualifications: - Minimum 2 years of voice process experience is mandatory. - Strong English verbal and written communication skills are required to converse confidently with global clients. - Excellent problem-solving, multitasking, and interpersonal skills are essential. Preferred Skills: - Prior experience in Customer Service is beneficial. - Ability to handle high-value clients with tact and discretion. - Strong relationship management skills with a customer-first approach. Why Join Shaadi.com - Be part of India's leading matchmaking brand with a global presence. - Opportunity to work closely with VIP, NRI, and HNI clients. - Attractive compensation with career growth opportunities. - Exposure to world-class customer service standards. Apply now to be a part of Shaadi.com's Premium Customer Service Team and deliver exceptional experiences to our VIP, NRI & HNI members. Benefits include health insurance and Provident Fund. This is a full-time, permanent position requiring a Bachelor's degree as preferred education qualification. A minimum of 2 years of customer service experience is required, and fluency in English is preferred. Work Location: In person.,

As a Cluster Manager Branch Banking at the leading bank, your role will involve overseeing the operations and performance of multiple branches within your assigned cluster. Your main responsibilities will include: - Developing and implementing strategies to achieve branch targets and goals - Ensuring compliance with banking regulations and internal policies - Managing a team of branch staff and providing guidance and support for their professional development - Building and maintaining strong relationships with customers to enhance customer satisfaction - Monitoring branch performance and implementing corrective actions when necessary To excel in this role, you should possess the following qualifications: - Bachelor's degree in Business Administration, Finance, or related field - Minimum of 5 years of experience in branch banking operations - Strong leadership and communication skills - Knowledge of banking products and services - Ability to analyze financial data and make informed decisions If interested, please reach out to Mahek at 9137263337 or share your CV at quotientconsultancy@gmail.com for further consideration.,

As a Senior Relationship Manager in Mumbai for the Retail Banking department of Branch Banking, your role involves providing financial solutions to cater to the needs of NRI customers and ensuring top-notch customer service. You will collaborate closely with product and operations teams to facilitate effective customer acquisition, servicing, and deepening. Your primary responsibility is to manage the relationship with NTB non-resident clients in a designated branch, contributing to the broader branch banking channel objectives. Your key responsibilities will include: - Increasing liabilities size of relationships by boosting balances in accounts of existing NRI customers and enhancing customer profitability by capturing a larger share of the wallet - Reviewing the inflows and outflows in mapped NRI accounts, proactively tracking NRI visits to India, and maintaining a close connection with existing customers through mailers and phone calls - Generating new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, etc. - Increasing customer engagement through cross-selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc., and non-investment Products like Forex, Remittances, Loans, etc., to both new and existing customers Additionally, you will be responsible for: - Evaluating growth strategies based on competitor analysis and customer feedback - Recommending process changes to enhance service efficiency and quality across the branch network - Demonstrating expertise in sales planning and conceptualizing promotions and marketing initiatives - Possessing knowledge of the Banking Industry, FEMA regulations governing NRI business, NRI Customer Behavior, Money, and Financial Markets In terms of managerial and leadership responsibilities, you are expected to: - Attract and retain top talent for key roles within your reporting structure - Monitor key parameters related to employee productivity, hiring quality, and attrition rates, making necessary improvements - Enable teams to achieve growth targets by providing essential support Key Success Metrics for your role include CA/SA and TD growth targets, Customer Acquisition targets, and Product Cross-Sell targets. Qualifications required for this role are: - Graduate in any discipline - Post Graduate degree, preferably an MBA from a Tier 1 institute - Minimum of 10 years of relevant branch banking experience - Industry experience in BFSI - Functional expertise in Retail Banking (Note: No additional details about the company were mentioned in the job description.),

As a Cluster Lead-NRI at Elite Banker, your role involves team leadership and management, customer acquisition, relationship management, performance monitoring and reporting, compliance and risk management. You will take ownership of driving Relationship Managers (RMs) across shifts corresponding to global time zones such as US/Canada, EURO/UK, ASIA PACIFIC, Middle East, etc. Additionally, you will ensure engagement and coordination with various functional peers to deliver smooth business operations across liabilities and asset products, trade forex, wealth business, insurance, and credit cards business in the branch. Collaboration with Branch Banking for customer servicing or service fulfillment is also part of your responsibilities. Your key responsibilities include: - Ensuring the Elite Banker Team achieves goal sheet objectives and revenue targets for incentives, while monitoring the quality of engagement - Enhancing engagement with High Net Worth Individual (HNI) customers through non-face-to-face calls and supporting functions in peer groups for quality New-To-Bank (NTB) acquisitions - Driving balance buildup, inward remittances, product cross-sell, and customer activation on digital channels to enhance the health of managed books/RM portfolios - Ensuring digital adoption and completion of assigned tasks, triggers, campaigns, and client outreach programs - Envisaging data-driven sales plans to improve portfolio quality, conducting regular reviews, daily engagement, and training for the team - Addressing client requests and complaints efficiently within stipulated timelines - Recording all sales activities as per organizational processes and adhering to bank policies Qualifications required for this role are: - Graduation in Bachelor of Science (B.Sc.), Bachelor of Technology (B.Tech), Bachelor of Computer Applications (BCA), Bachelor of Commerce (B.Com), or Bachelor of Business Administration (BBA) - Post-graduation in MBA/PGDM - 8-10 years of relevant experience in the field In this role, you will play a crucial part in leading the Elite Banker team to achieve business objectives and ensure high-quality service delivery to bank customers.,

As a Relationship Manager, your primary role is to cater to the needs of HNI customers by onboarding them into the HNW Program and providing exceptional customer service to increase relationship profitability. Your responsibilities include: - Acquiring new HNW relationships for the bank - Serving as a single point of contact for all financial needs, enhancing relationship value and wallet share - Liaising with branch staff to identify eligible customers for the HNW portfolio - Acquiring new customers who meet product criteria - Regularly interacting with customers to build rapport and update profiles - Enhancing the overall value and book size of the portfolio - Maintaining portfolio quality and hygiene parameters - Cross-selling bank products based on customer needs - Conducting joint calls with supervisors as per defined process - Offering advisory services as required - Achieving monthly and yearly revenue targets - Controlling customer attrition In terms of Operations, Marketing, and Processes, you will be responsible for: - Ensuring adherence to KYC/AML norms - Adhering to workstation norms - Identifying cross-selling opportunities to increase wallet share - Selling products to family members and associates - Maximizing income generation levels - Contributing towards the penetration of focused products Customer service is a crucial aspect of your role, and you are expected to: - Deliver quality customer service - Resolve customer queries and complaints within the defined TAT - Keep customers informed about regulatory or process changes - Communicate timely on customer requests and concerns - Manage complaints proactively through customer feedback - Promote direct banking channels for customer utilization - Ensure a smooth handover/takeover of the portfolio Key Skills required for this role include: - Sales and influencing skills - Banking product and process knowledge - NRI product and regulatory knowledge - Planning and organizing skills - Good communication skills - Knowledge of competition and current trends in the financial industry - IRDA Certification - NCFM Certification (Optional) - Exposure to the Portfolio Management segment Feel free to reach out if you have any queries or need further clarification.,

As a Relationship Manager in the HNW Program, your role is crucial in enhancing the profitability of the relationships with HNI customers through various strategies. Here's a detailed overview of your responsibilities: **Role Overview:** You will be responsible for acquiring new HNW relationships for the bank and acting as the primary point of contact for all the financial needs and services of the customers. Your aim will be to increase the relationship size, cross-sell the right products, acquire family accounts, and retain and enhance the relationships to boost profitability. **Key Responsibilities:** - Liaise with branch staff to identify eligible customers from the HNW portfolio - Acquire new customers that meet the product criteria - Regularly interact with customers to build rapport, understand their needs, and update their profiles - Enhance the overall value and book size of the portfolio - Maintain the quality and hygiene parameters of the portfolio - Cross-sell bank products based on customer needs - Conduct joint calls with supervisors as per the defined process - Offer advisory services based on customer requirements - Achieve monthly and yearly revenue targets - Control customer attrition **Operations, Marketing & Processes:** - Ensure adherence to KYC/AML norms at all times - Maintain adherence to workstation norms - Identify opportunities to cross-sell other bank products to become a one-stop solution for all banking needs of HNW customers - Increase wallet share by promoting sales to family members and associates - Optimize income generation levels - Enhance product penetration and contribute towards focused products **Customer Service:** - Deliver quality customer service and resolve queries and complaints within the TAT - Keep customers informed about regulatory or process changes and program features - Communicate promptly with customers about their requests and concerns - Proactively manage complaints through customer feedback - Promote direct banking channels for customer utilization - Ensure a smooth transition of the portfolio during handover/takeover **Qualifications Required:** - Sales and influencing skills - Banking product and process knowledge - NRI product and regulatory knowledge - Planning and organizing skills - Good communication skills - Knowledge of competition and current trends in the financial industry - IRDA Certification - NCFM Certification (Optional) - Exposure to the portfolio management segment In addition to the responsibilities mentioned, you will also be required to have certifications like IRDA and NCFM (optional) along with exposure to the portfolio management segment to excel in this role.,

As the Manager Housing & Expat Relocation for Premium Residential Leasing, Buying & Selling in Pune, your role will involve leading our premium residential real estate services for expatriates and NRIs. You will be responsible for managing leasing and property transactions, client engagement, market research, and team supervision. Your success in this role will depend on your strong leadership skills, real estate expertise, and customer-centric approach. Key Responsibilities: - Understand the needs of relocating families and develop customized relocation plans. - Coordinate property viewings, negotiate, and close property transactions. - Ensure smooth paperwork and formalization of agreements for property transactions. - Coordinate property preparation, handover, and resolution of initial issues. - Engage with relocating families upon arrival to facilitate their transition and orient them with Indian culture. - Meet and greet the relocating family, familiarize them with Pune's amenities, and offer settling-in services. - Maintain strong relationships with broker networks and landlords. - Identify and maintain a database of premium expat-friendly homes for lease. - Prepare comprehensive program itineraries and property listings. - Conduct market surveys and secure suitable expat homes for lease. - Build and maintain relationships with landlords, brokers, and housing networks. - Provide ongoing support to expat families for a smooth transition into their new environment. Key Skills & Other Traits: - Excellent communication and negotiation skills. - Silently aggressive, disciplined, punctual, mature, and a good team player. - Proficient in Word, Excel, and Outlook. - Thorough knowledge of Pune City and its various localities. - Good understanding of premium properties in Pune and the real estate transaction process. - Ownership of a Two/Four-Wheeler and currently based in Pune. This role follows the 80:20 rule, with 80% focused on primary job responsibilities and 20% on secondary tasks based on organizational needs and employee competency/interest.,