Leading Bank requires NRI Relationship Manager

Role & responsibilities

• Manage and deepen relationships with NRI customers and assigned NRI portfolio.
• Acquire new NRI customers through references, leads, existing relationships and market sourcing.
• Handle products such as NRE/NRO Savings & Current Accounts, Fixed Deposits, Remittances, Forex and investments.
• Generate business through cross-selling of Mutual Funds, Insurance, Loans, Credit Cards, Investments and other banking products.
• Achieve assigned CASA, AUM, revenue, acquisition and cross-sell targets.
• Understand customer financial requirements and provide suitable banking/investment solutions.
• Coordinate with internal teams for account opening, KYC, remittances, service requests and documentation.
• Maintain regular contact with customers through calls, meetings and digital channels.
• Build relationships with NRI customers, NRI families and referral networks.
• Ensure adherence to KYC, AML, FEMA and other applicable regulatory requirements.
• Monitor portfolio performance, customer engagement and revenue generation.
• Resolve customer queries and coordinate with operations/service teams for timely resolution.