Role & responsibilities:

Role: NRI Private Relationship Manager

Locations: Mumbai/Ahmedabad/Bangalore

Experienec: 6+ Years

- To be responsible for managing Key Clients NRIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)

- In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth

- Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Bank stays ahead of competitors

- Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from NRIs and Ultra HNI clients

- Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level

- Showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products

- Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams

- Ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers

- Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution

- The position shall be evaluated basis overall profitability & relationship at a RM level as well as client level

- The position shall be based out of Corporate and Institutional Banking Office for the relevant location. Hence, the position is not part of any specific branch.

- Manage and grow a portfolio of high-net-worth NRI clients with investible assets exceeding - 5 crore, serving as the primary relationship manager and trusted financial advisor.

- Provide customized private banking solutions across investments, deposits, lending, forex, and wealth structuring, aligned with clients' cross-border financial needs and risk profiles.

- Drive revenue and AUM growth through strategic acquisition, deepening of existing relationships, and effective cross-selling of bank and group products.

- Ensure regulatory and compliance adherence for NRI accounts, including KYC, FATCA/CRS, FEMA guidelines, and jurisdiction-specific requirements.

- Deliver superior client experience by proactive engagement, timely portfolio reviews, coordination with internal product teams, and prompt resolution of client queries across geographies.

- Ideal Candidature - We are looking for professionals with extensive expertise in managing HNI and Ultra HNI clients and driving wealth management strategies, Managing avg ticket size of more than 5CR and Client turnover more than 15CR .