Nri Relationship Manager/ Sr Manager (Mumbai)

Role & responsibilities

Role Overview The NR RM (Non-Resident / NRI Relationship Manager) is responsible for managing and growing relationships with NRI customers, handling portfolio management, liability acquisition, investment sales, and cross-selling banking products. The role is highly sales and relationship driven.

Key Responsibilities

• Acquire new NRI customers through references, networking, and market sourcing.
• Manage and grow existing NRI customer portfolio.
• Handle CASA, deposits, wealth products, forex, insurance, mutual funds, and lending products.
• Generate revenue through cross-selling and relationship deepening.
• Conduct portfolio reviews and provide investment solutions to HNI / affluent customers.
• Maintain regular engagement with clients through calls, meetings, and virtual interactions.
• Ensure smooth onboarding, KYC, and RBI compliance for NRI accounts.
• Coordinate with internal teams for service delivery and customer satisfaction.
• Achieve monthly and yearly business targets across liabilities and fee income.

Products Handled

• NRE / NRO Savings Accounts
• FCNR Deposits
• Mutual Funds
• Insurance
• Forex Services
• Home Loans / LAP
• Wealth & Investment Products
• Trade & Remittance Services

Candidate Requirements

• Graduation / Post Graduation preferred.
• Experience in Banking Sales, Wealth, Liabilities, or NRI Banking.
• Solid communication and relationship management skills.
• Knowledge of NRI regulations and banking processes.
• AMFI / NISM / IRDA certifications preferred.

Skills Required

• Sales & Business Development
• Portfolio Management
• HNI Client Handling
• Relationship Building
• Target Achievement
• Customer Service
• Investment Advisory

Candidates Maximum Age should not cross 37 Years, CTC upto 18 Lakhs + industry best incentives, .