Posted By: I Mates Consultants | Posted on: May 05, 2020
India Kannur Kozhikode/Calicut
300000-600000 RS
1-4

Job Description:

Profile - Personal Banker | NRI Banking | Portfolio Management

Scope of the Role - Manage the pool of NRI clients,cross sell of products like Assets,Mutual Fund, Forex .. etc to the existing clients.

Responsibility

1) Direct handling of NR HNI clients assigned in the territory.

2) Cross sell of banking assets,forex,mutual fund,insurance and CASA products to the existing clients mapped.

3) Regular  interaction with the clients through phone,whats app.and personal meeting also needed as and when the client available in the country.

4) Keep and maintain proper relationship record as well as the client meeting reports.

Grade - Deputy Manager

Ideal Candidate - Candidate with good communication skill with experienced in NRI Banking,Wealth Management or Insurance (Direct or Bancassurance) Vertical for atleast 18 months. ( Current employment tenure should be atleast 1 year)

Skills:
Relationship management portfolio management mutual fund nri banking bancassurance Mutual fund


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