Leading Bank requires NRI Relationship Manager

V Konnect; Mumbai; On-site; INR 400,000 - 640,000; Full time

Job summary

V Konnect in Mumbai seeks an experienced Relationship Manager to deepen relationships with NRI customers and manage an assigned NRI portfolio. The role focuses on expanding the client base and delivering tailored banking solutions.

You will acquire new NRI customers through referrals, leads and market sourcing, and cross-sell mutual funds, insurance, loans and remittances. Ensure KYC compliance, coordinate with internal teams for account opening and documentation, and maintain ongoing contact

Responsibilities

• Manage and deepen relationships with NRI customers and assigned NRI portfolio.
• Acquire new NRI customers through references, leads, existing relationships and market sourcing.
• Handle products such as NRE/NRO Savings & Current Accounts, Fixed Deposits, Remittances, Forex and investments.
• Generate business through cross-selling of Mutual Funds, Insurance, Loans, Credit Cards, Investments and other banking products.
• Achieve assigned CASA, AUM, revenue, acquisition and cross-sell targets.
• Understand customer financial requirements and provide suitable banking/investment solutions.
• Coordinate with internal teams for account opening, KYC, remittances, service requests and documentation.
• Maintain regular contact with customers through calls, meetings and digital channels.
• Build relationships with NRI customers, NRI families and referral networks.
• Ensure adherence to KYC, AML, FEMA and other applicable regulatory requirements.
• Monitor portfolio performance, customer engagement and revenue generation.
• Resolve customer queries and coordinate with operations/service teams for timely resolution.

Job description

Role & responsibilities

• Manage and deepen relationships with NRI customers and assigned NRI portfolio.


• Acquire new NRI customers through references, leads, existing relationships and market sourcing.


• Handle products such as NRE/NRO Savings & Current Accounts, Fixed Deposits, Remittances, Forex and investments.


• Generate business through cross-selling of Mutual Funds, Insurance, Loans, Credit Cards, Investments and other banking products.


• Achieve assigned CASA, AUM, revenue, acquisition and cross-sell targets.


• Understand customer financial requirements and provide suitable banking/investment solutions.


• Coordinate with internal teams for account opening, KYC, remittances, service requests and documentation.


• Maintain regular contact with customers through calls, meetings and digital channels.


• Build relationships with NRI customers, NRI families and referral networks.


• Ensure adherence to KYC, AML, FEMA and other applicable regulatory requirements.


• Monitor portfolio performance, customer engagement and revenue generation.


• Resolve customer queries and coordinate with operations/service teams for timely resolution.