Relationship Manager - Wealth/NRI - Banking

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.