• Product Proposition Building: Spearheading the development and enhancement of savings account offerings and other banking journeys to elevate customer satisfaction.• Website Management: Directing upgrades and modifications to the bank's website and internal portal, ensuring current and engaging collateral.• Training: Conducting comprehensive training sessions for sales teams and business managers on NRI-related products, processes, and digital initiatives. Additionally, creating… Show more • Product Proposition Building: Spearheading the development and enhancement of savings account offerings and other banking journeys to elevate customer satisfaction.• Website Management: Directing upgrades and modifications to the bank's website and internal portal, ensuring current and engaging collateral.• Training: Conducting comprehensive training sessions for sales teams and business managers on NRI-related products, processes, and digital initiatives. Additionally, creating tailored training content to facilitate seamless sales processes.• Fee Management: Overseeing fee structures for NRI customers, ensuring precise charging and promptly addressing any discrepancies or system leaks.• Branch Visit Management: Addressing product-related inquiries and servicing needs for branch visitors and internal staff members.• Campaign Execution: Orchestrating targeted campaigns via email or SMS to apprise customers of new regulations, rules, or offerings.• Process Improvement: Identifying and implementing opportunities to streamline processes and enhance the customer journey, from inception to execution.• New Product Development: Spearheading the launch of new products, such as encompassing system setup, process refinement, and creation of training materials. Show less

• Led B2B Exchange House acquisition under RDA (Rupee Drawing Arrangement) globally, managing acquisition, compliance, onboarding, and technical integration.• Conduct market analysis and competitor research to enhance internal policies and optimize pricing strategies.• Monitor Vostro account funding, compliance adherence, and inward remittances, coordinating with treasury for favourable deal rates.• Resolve technical and operational issues, address compliance queries, and conduct… Show more • Led B2B Exchange House acquisition under RDA (Rupee Drawing Arrangement) globally, managing acquisition, compliance, onboarding, and technical integration.• Conduct market analysis and competitor research to enhance internal policies and optimize pricing strategies.• Monitor Vostro account funding, compliance adherence, and inward remittances, coordinating with treasury for favourable deal rates.• Resolve technical and operational issues, address compliance queries, and conduct regular reviews for compliance and reporting purposes.• Drive technology upgrades and changes to streamline transaction processes, managing vendor relationships and project tracking.• Manage MTSS relationship for cash payout facility, providing training and guidance to branches and facilitating cross-selling.• Identify and forge alliances with overseas banks for referral programs and promotional events targeting NRI customers and exchange house partners. Show less

• Handle customer service and operational queries for Non-Resident Indian (NRI) clients, ensuring adherence to banking norms.• Manage NRI client registration, KYC verification, and account activation processes.• Authorize fixed deposits and manage NRI client portfolios in coordination with wealth managers.• Monitor inward and outward remittances, offering competitive foreign exchange rates.• Focus on customer retention, service improvement, and activation of inactive… Show more • Handle customer service and operational queries for Non-Resident Indian (NRI) clients, ensuring adherence to banking norms.• Manage NRI client registration, KYC verification, and account activation processes.• Authorize fixed deposits and manage NRI client portfolios in coordination with wealth managers.• Monitor inward and outward remittances, offering competitive foreign exchange rates.• Focus on customer retention, service improvement, and activation of inactive clients.• Supervise a team to deliver superior customer service to the bank's NRI clients. Show less

• Verify new customer documents in compliance with CDSL norms.• Set up online trading limits and manage online risk for clients.• Handle daily collection updates and arrange payments from banks for NRI customers.• Process shares payout on trade settlement and coordinate with banks for fund credits.• Manage risk for NRI clients and sub-brokers, ensuring compliance with trading regulations.• Oversee KYC and risk management for NRI customers trading in… Show more • Verify new customer documents in compliance with CDSL norms.• Set up online trading limits and manage online risk for clients.• Handle daily collection updates and arrange payments from banks for NRI customers.• Process shares payout on trade settlement and coordinate with banks for fund credits.• Manage risk for NRI clients and sub-brokers, ensuring compliance with trading regulations.• Oversee KYC and risk management for NRI customers trading in derivatives.• Facilitate bank tie-ups for NR PIS account setup for Angel Broking clients. Show less