PBRM, NRI & Burgundy RM

Job Title: Priority Banking Relationship Manager (PBRM)

Experience: Minimum 4 years in banking relationship management

Job Responsibilities:

• Manage relationships with HNI clients and provide wealth management solutions.
• Achieve sales and revenue targets by cross-selling banking products.
• Ensure excellent customer service and satisfaction.
• Develop and maintain strong client relationships.

Requirements:

• Graduation/Post-Graduation in Finance, Business, or a related field.
• Strong knowledge of investment products, mutual funds, and insurance.
• Excellent communication and interpersonal skills.

Job Title: NRI Relationship Manager (NRI RM)

Experience: Minimum 4 years in NRI banking

Job Responsibilities:

• Manage and grow relationships with NRI clients.
• Provide investment, forex, and remittance solutions.
• Ensure compliance with banking regulations and KYC norms.
• Generate business from NRI accounts through cross-selling banking products.

Requirements:

• Graduation/Post-Graduation in Finance, Business, or related field.
• Experience in handling NRI clients and products like FCNR, NRE, NRO accounts.
• Strong understanding of global remittance and forex transactions.

Job Title: Burgundy Relationship Manager (Burgundy RM)

Experience: Minimum 6 years in wealth/relationship management

Job Responsibilities:

• Manage a portfolio of Ultra HNI clients.
• Provide investment and wealth management advisory.
• Drive revenue growth by offering premium banking solutions.
• Work closely with financial advisors and investment teams.

Requirements:

• Graduation/Post-Graduation in Finance, Business, or related field.
• Strong knowledge of wealth management, investments, and banking solutions.
• Excellent relationship-building and negotiation skills.