Senior Manager
CurrentWorked at Ujjivan small finance bank, handling two cluster (muzaffarpur and bhagalpur cluster).▪︎Responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. ▪︎Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.▪︎ Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.▪︎ Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and branches.▪︎Record and track all engagement activities through the CRM system.▪︎Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.Good knowledge of the Banking Industry, FEMA regulations governing NRI business, NRI Customer Behavior, Money and Financial Markets.