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.