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Relationship Manager - NRI Broking Product

JobsCafe.com
Experience:0 - 1 Years

Location:Mumbai, Mumbai Suburbs

Industry Type:Banking/Financial Services/Broking

Role:Sales Exec./Officer

Functional Area:Sales, BD

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Desired Candidate Profile

- - Candidate should have the required domain expertise

- Should stay abreast about the current developments in the NRI Broking industry and have the required knowledge about the competitors strategies

- Delivering consistent sales by utilizing his/her networking skills.

- To ensure strict adherences to compliance of Cross Border Guidelines

- Continuous updation of the lead management system (Daily, Weekly, Monthly)

- The role requires to focus on increased revenue through Sourcing of the NRI accounts from the leads received while at the same time adhere to the additional regulations such as the cross border guidelines, internal and statutory guidelines without comprising on customer inconvenience.

- Excellent communication skills and fluency in English required

- Should process excellent networking skills

Job Description

- To acquire NRI customers based on leads received through various channels HSBC Bank referrals from outside India, HSBC Investdirect website, emails and marketing campaigns.

- To resolve the all product / documenation related queries raised by the customers on phone and email

- To ensure forms / documents are collected from the customer

- Follow-up on the internal teams to ensure accounts are opened within the prescribed TATs

- To support Investdirect Sales Team in branches during the account opening process carried out in India by assisting in resolving any account opening queries.

- Daily monitoring & following -up of leads for driving sales and provide regular update on the status of the same

- To adhere with the cross border guidelines while opening the account

- Exceptional case handling providing an ongoing support in resolution of client issues

- To provide timely customer feedbacks to the Product team and the operations team.

Keywords :  NRI Sales


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