Role & responsibilities

- Manage and deepen relationships with NRI customers and assigned NRI portfolio.
- Acquire current NRI customers through references, leads, existing relationships and market sourcing.
- Handle products such as NRE/NRO Savings & Current Accounts, Fixed Deposits, Remittances, Forex and investments.
- Generate business through cross-selling of Mutual Funds, Insurance, Loans, Credit Cards, Investments and other banking products.
- Achieve assigned CASA, AUM, revenue, acquisition and cross-sell targets.
- Understand customer financial requirements and provide suitable banking/investment solutions.
- Coordinate with internal teams for account opening, KYC, remittances, service requests and documentation.
- Maintain regular contact with customers through calls, meetings and digital channels.
- Build relationships with NRI customers, NRI families and referral networks.
- Ensure adherence to KYC, AML, FEMA and other applicable regulatory requirements.
- Monitor portfolio performance, customer engagement and revenue generation.
- Resolve customer queries and coordinate with operations/service teams for timely resolution.

📌 Leading Bank requires NRI Relationship Manager (Mumbai)
🏢 V-Konnect
📍 Mumbai