Job Purpose:

The purpose of this role is to manage and grow a portfolio of NRI clients by providing personalized banking, wealth management, and investment solutions tailored to their financial goals. The position drives revenue through current client acquisition, product cross-selling, and maximizing wallet share. Additionally, the role ensures exceptional service delivery while maintaining strict compliance with regulatory standards and achieving monthly organizational targets.

Roles & Responsibilities:
Build and maintain robust ties with NRI clients to understand their financial needs.
Acquire recent clients and increase existing wallet share through customized product cross-selling.
Deliver personalized banking and investment recommendations tailored to client risk profiles.
Act as the primary contact point to resolve inquiries efficiently with high service standards.
Meet or exceed monthly organizational targets for portfolio growth and revenue.
Ensure all operations strictly follow KYC, SEBI, and banking regulations.

📌 Relationship Manager Nri Kerala
🏢 Karur Vysya Bank
📍 Kerala