Job Requirements
Role/Job Title - Senior Relationship Manager
Place of work - Mumbai
Business - Retail Banking
Function/ Department - Branch Banking
Job Purpose
The role entails providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives.
Roles & Responsibilities
Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of wallet
Review the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India
Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates,



exchange rates and various product offerings
Generates new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, etc.
Involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to current and existing customers
Secondary Responsibilities:
Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers
Recommend process changes in order to improve service efficiency and quality across the branch network
Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives
Knowledge of the Banking Industry, FEMA regulations governing NRI business, NRI Customer Behaviour, Money and Financial Markets.
Managerial & Leadership Responsibiliti

📌 Senior Relationship Manager-NRI (Chennai)
🏢 IDFC FIRST Bank
📍 Chennai