12 Aug
|
Vrinda Consultants
|
Mumbai
12 Aug
Vrinda Consultants
Mumbai
Role & Responsibilities:
As an NR (Non-Resident) Relationship Manager , you will be responsible for managing and growing relationships with Non-Resident Indian (NRI) clients. Your role will involve providing tailored financial solutions, driving customer acquisition, and ensuring high levels of client satisfaction.
- Portfolio Management:
- Manage and enhance the portfolio of NRI clients by offering personalized banking and investment solutions.
- Conduct regular portfolio reviews to assess client needs and suggest appropriate financial products.
- Ensure compliance with banking regulations, KYC norms, and risk management guidelines.
- Client Acquisition & Business Development:
- Identify and acquire new NRI customers through referrals, networking, and targeted outreach.
- Develop strategies to grow the NRI customer base and expand market penetration.
- Collaborate with internal teams to offer wealth management, insurance, and investment products.
- Client Servicing & Relationship Management:
- Provide end-to-end banking solutions, including deposits, remittances, loans,
and investment services.
- Act as a trusted advisor to clients, understanding their financial goals and offering customized solutions.
- Address client queries, resolve issues promptly, and ensure a seamless banking experience.
- Cross-Selling & Revenue Generation:
- Drive sales of banking and financial products such as fixed deposits, mutual funds, insurance, and forex services.
- Collaborate with product teams to introduce current offerings and enhance customer engagement.
- Achieve business targets related to revenue, customer retention, and portfolio growth.
Preferred Candidate Profile:
- Experience: (Specify, e.g., 3-8 years) in NRI banking, wealth management, or relationship management.
- Strong understanding of banking products, financial markets, and investment instruments.
- Proven track record in client acquisition, portfolio management, and revenue generation.
- Excellent communication, inte
📌 Nri Relationship Manager (Mumbai)
🏢 Vrinda Consultants
📍 Mumbai