Client Acquisition & Onboarding: Source current NRI customers through referrals, overseas branches, digital leads, and direct outreach.
Portfolio & Wealth Management: Handle High-Net-Worth (HNI) and affluent NRI portfolios; offer customized financial solutions including Mutual Funds, Portfolio Management Services (PMS), Life/Term Insurance, and RBI/Sovereign Gold Bonds.
Liability & Asset Growth: Increase and track Assets Under Management (AUM), CASA (Current Account Savings Account) balances, and fixed deposits.
Relationship & Service Deepening: Regularly review client portfolios, handle service requests/complaints, track client visits to India, and engage on personal or festive occasions.
📌 Relationship Manager-NRI (Jalandhar)
🏢 Jana Small Finance Bank
📍 Jalandhar
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