Role & responsibilities

Role Overview The NR RM (Non-Resident / NRI Relationship Manager) is responsible for managing and growing relationships with NRI customers, handling portfolio management, liability acquisition, investment sales, and cross-selling banking products. The role is highly sales and relationship driven.

Key Responsibilities

- Acquire new NRI customers through references, networking, and market sourcing.
- Manage and grow existing NRI customer portfolio.
- Handle CASA, deposits, wealth products, forex, insurance, mutual funds, and lending products.
- Generate revenue through cross-selling and relationship deepening.
- Conduct portfolio reviews and provide investment solutions to HNI / affluent customers.
- Maintain regular engagement with clients through calls, meetings, and virtual interactions.
- Ensure smooth onboarding, KYC, and RBI compliance for NRI accounts.
- Coordinate with internal teams for service delivery and customer satisfaction.




- Achieve monthly and yearly business targets across liabilities and fee income.

Products Handled

- NRE / NRO Savings Accounts
- FCNR Deposits
- Mutual Funds
- Insurance
- Forex Services
- Home Loans / LAP
- Wealth & Investment Products
- Trade & Remittance Services

Candidate Requirements

- Graduation / Post Graduation preferred.
- Experience in Banking Sales, Wealth, Liabilities, or NRI Banking.
- Solid communication and relationship management skills.
- Knowledge of NRI regulations and banking processes.
- AMFI / NISM / IRDA certifications preferred.

Skills Required

- Sales & Business Development
- Portfolio Management
- HNI Client Handling
- Relationship Building
- Target Achievement
- Customer Service
- Investment Advisory

Candidates Maximum Age should not cross 37 Years, CTC upto 18 Lakhs + industry best incentives,

📌 Nri Relationship Manager/ Sr Manager (Mumbai)
🏢 Executive Resource Consultants
📍 Mumbai