Relationship Manager - NRI - Bank

Job Description: Relationship Manager - NRI

- As a Relationship Manager specializing in Non-Resident Indian (NRI) clients, your primary role is to acquire and manage key clients and High Net Worth Individuals (HNIs) within the NRI segment.

- You will be responsible for providing personalized financial advice and solutions tailored to meet the unique needs of NRI customers, including investments, insurance, and basic banking services.

- Building strong relationships and delivering exceptional customer service are central to this role.

Key Responsibilities:

Client Acquisition and Management:

- Identify and acquire key clients and HNIs within the NRI segment.

- Manage and grow an existing portfolio of NRI customers.

- Develop strategies to attract and retain high-value NRI clients.

Financial Advisory:

- Provide comprehensive financial advice to NRI clients on investment opportunities, insurance products, and banking services.

- Customize financial solutions based on individual client requirements and risk profiles.

Relationship Building:

- Build and nurture strong relationships with corporate sector and NRI clients.

- Understand client goals, anticipate needs, and proactively offer solutions to enhance client satisfaction and loyalty.

Achievement of Targets:

- Meet acquisition and revenue targets while ensuring high-quality service delivery.

- Strive to exceed targets by identifying growth opportunities and maximizing client engagement.

Product Expertise:

- Demonstrate proficiency in NRI-specific financial products and services.

- Stay updated on market trends, regulatory changes, and innovations within the NRI banking and investment landscape.

Customer Service Excellence:

- Ensure exceptional customer service by addressing client inquiries, resolving issues promptly, and maintaining high service standards.

- Focus on delivering customer delight through proactive engagement and personalized attention.

Required Skills and Experience:

- Proven experience in acquiring and managing NRI clients and High Net Worth Individuals.

- In-depth knowledge of NRI banking products, investment options, and regulatory requirements.

- Strong sales and relationship management skills with a track record of achieving targets.

- Excellent communication and interpersonal skills, capable of building rapport with diverse clientele.

- Ability to analyze financial data, assess client needs, and propose suitable solutions.

- Proficiency in leveraging technology for client engagement and relationship management.

- Relevant qualifications in finance, banking, or related fields are preferred.

Experience: 7 to 10 years