NRI Relationship Manager

Job description

**Roles and Responsibilities :** The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. - Manage relationships with Non-Resident Indians (NRI) clients, providing exceptional customer service and ensuring their financial needs are met. - Develop and maintain a deep understanding of NRI client's financial goals, objectives, and risk tolerance to offer tailored investment solutions. - Identify new business opportunities through cross-selling of banking products and services to existing NRI clients. - Collaborate with internal teams to resolve complex issues related to NRI transactions, compliance, and regulatory requirements. - Provide financial solutions to the NRI customers while maintaining high service standards - Maintain complete customer profile including the risk profile, demographics and assets in the bank - 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 offering. - Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India. - Identify potential customers who can be sold tailored products to enhance product penetration - Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches - Achieve targets as assigned by the organization on a monthly basis - Record and track all engagement activities through the CRM system - Comply with KYC/SEBI rules, regulations, and legislation governing the Bank **Job Requirements :** - 4-7 years of experience in NRI banking or similar role in the financial industry. - Strong knowledge of NRI services, including account opening, maintenance, and closure procedures. - Excellent communication skills for effective interaction with high-net-worth individuals from diverse cultural backgrounds.