Relationship Manager - NRI

Job description

About the Role:

The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.

Key Responsibilities:

- Provide financial solutions to the NRI customers while maintaining high service standards.

- Maintain complete customer profile including the risk profile, demographics and assets in the bank.

- Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.

- Enrich relationships and garner higher wallet share through customer engagement activities.

- Deepen the existing relationships by cross selling the Bank's products and services.

- Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.

- Identify potential customers who can be sold tailored products to enhance product penetration.

- Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers.

- Achieve targets as assigned by the organization on a monthly basis.