Website Dimensions HRD Consultants
Job Description: NRI Relationship Manager (NR RM)
Role Purpose:
The NRI Relationship Manager is responsible for managing and growing relationships with Non-Resident Indian (NRI) customers by providing banking, investment, wealth management, and forex solutions. The role focuses on portfolio growth, revenue generation, customer acquisition, and delivering a superior customer experience.
Key Responsibilities:
– Manage and deepen relationships with an assigned portfolio of NRI customers.
– Acquire new NRI clients through referrals, digital channels, and market sourcing.
– Drive growth in NRI CASA, Term Deposits, and investment products.
– Cross-sell wealth and third-party products such as Mutual Funds, Insurance, PMS, AIFs, Bonds, and Structured Products.
– Promote retail forex, remittance, and international banking solutions.
– Conduct regular portfolio reviews and provide customized financial solutions based on customer needs.
– Ensure high levels of customer satisfaction through proactive engagement and service delivery.
– Achieve monthly, quarterly, and annual business targets across liabilities, investments, and fee income.
– Coordinate with branch teams, product teams, and service units to resolve customer queries and ensure seamless execution.
– Maintain compliance with KYC, AML, regulatory, and internal bank policies.
– Keep abreast of market trends, investment opportunities, and regulatory changes impacting NRI customers.
To apply for this job please visit www.iimjobs.com.
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