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 recent 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 (India)
🏢 Executive Resource Consultants
📍 India
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