NR Relationship Manager

Key Responsibilities

• Acquire new NRI clients and build long-term relationships.
• Cross-sell banking and investment products (liabilities, assets, forex, insurance, mutual funds).
• Ensure accurate documentation, KYC, and RBI compliance for NRI accounts.
• Coordinate with internal teams for smooth onboarding and service delivery.
• Address customer queries promptly and maintain high satisfaction levels.
• Track performance metrics and prepare MIS reports.

Qualifications & Experience

• Graduate/Postgraduate (Finance/Commerce preferred).
• 26 years of experience in NRI banking, wealth management, or retail liabilities.
• Certifications like NISM, AMFI, IRDA preferred.

Skills & Competencies

• Strong communication and interpersonal skills.
• Knowledge of NRI products and regulatory requirements.
• Target-driven with a customer-centric approach.