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.

• Robust 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