Relationship Management Manages around 60 to 80 HNI NRI customers and has demonstrated acumen for business acquisition of HNI / NRI customers in the existing portfolio on Y2Y basis e Candidate should have a clear focus on large value to grow the GIB book size for the branch Sources a minimum of 2 to 3 new HNI NRI relationships (GIB Yes First) every month and also focus on FCNR / NRE / NRO term deposits undertakes cross sell of third party products like Life Insurance and Mutual Funds Self-
Management Responsibilities Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
Takes ownership of his / her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training.
Understands the competencies relevant to his / her role, and works towards displaying as well as developing these effectively.
Keeps abreast of relevant professional / industry developments, new techniques and current issues through continued education and professional networks.
Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager.
Executes the established internal control systems and compiles relevant information for departmental audits, as necessary
KNOWLEDGE Minimum Qualifications Bachelor’s degree Master’s degree is preferred Professional Certifications AMFI / NCFM / IRDA / JAIIB / CAIIB & such relevant certifications will be an added advantage Language Skills Written and spoken English is essential EXPERIENCE Years of Experience A minimum of 4 years of relevant experience with at least 2 years in a similar role Nature of Experience Prior experience in BFSI Sector