Role & responsibilities

• Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment

- Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most key customer segment.

- Identifies current and potential NRI relationship with additional revenue potential and grow business

- Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

- Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships

- Deepens relationship to increase CASA balance in allocated portfolio

- Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank





- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Financial Planning and Investment Advisory to NRI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products

- Drives revenue business to generate fee income through products like mutual funds, investments and insurance

- Ensures all sales activity is recorded online as per the organizational process

Interested candidates can directly share their resumes with me on my Email ID [email protected] or on Whatsapp Number (phone hidden).

📌 NRI Relationship Manager_Leading Bank_Mumbai (Maharashtra)
🏢 V-Konnect
📍 Maharashtra