Nri Relationship Manager (Mumbai)

Nri Relationship Manager (Mumbai)

26 Oct
|
HEADCOUNTS HR
|
Mumbai

26 Oct

HEADCOUNTS HR

Mumbai

An NRI (Non-Resident Indian) Relationship Manager in retail and wealth banking manages a portfolio of international or overseas Indian clients. They serve as a single point of contact for banking, investments, regulatory compliance, and relationship growth

- Client Acquisition &
- NTB Management: Acquire Recent-to-Bank (NTB) NRI clients and high-net-worth (HNW) accounts through overseas branches, referrals, and digital channels. View openings .

- Portfolio &

- Wealth Management: Review client portfolios regularly to offer goal-based planning, risk-return analysis, and tax optimization.

- Cross-Selling &

- Revenue Growth: Push investment and non-investment products (fixed deposits, mutual funds, equity, insurance) to hit monthly and yearly revenue goals.

- Compliance &

- Documentation: Ensure strict adherence to KYC, AML (Anti-Money Laundering), and FEMA guidelines for cross-border transactions and account instructions.

- Customer Service &

- TAT Management: Track inbound/outbound account flows, resolve complaints within defined Turnaround Times (TAT), and manage client visits to India.

📌 Nri Relationship Manager (Mumbai)
🏢 HEADCOUNTS HR
📍 Mumbai

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