NR- Relationship Manager

Jana Small Finance Bank Limited; Ratlam, Gwalior District, Jabalpur; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Jana Small Finance Bank Limited is seeking an experienced NRI Banking Acquisition Relationship Manager to join our team in India. You will acquire and manage NRI clients, offering tailored banking and investment solutions while delivering exceptional service.

Responsibilities include prospecting new clients, building strong relationships, and collaborating with internal teams to provide comprehensive wealth management and banking services.

Qualifications

• Bachelor's degree or higher in Business, Finance, or related field.
• Proven ability to acquire and manage NRI clients in banking/financial services.

Responsibilities

• Acquire and manage NRI clients with tailored banking solutions.
• Prospect and acquire new NRI clients via referrals, networking and outreach.
• Build strong relationships by understanding client financial needs and goals.
• Provide personalized banking/investment advice and product recommendations.
• Serve as primary point of contact for NRI clients, addressing inquiries promptly.
• Coordinate with internal teams to deliver wealth management and banking services.
• Stay updated on NRI banking regulations and market trends.
• Achieve individual and team targets for NRI client acquisition and revenue.

Skills

Communication

CRM systems

Independent work

Education

Bachelor's degree in Business, Finance, or related field

Job description

Role & responsibilities

• We are seeking an experienced and dynamic NRI Banking Acquisition Relationship Manager to join our team. The ideal candidate will be responsible for acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing them with tailored banking solutions, and ensuring exceptional customer service.
• Actively prospect and acquire new NRI clients through various channels, including referrals, networking, and outreach efforts.
• Develop and maintain strong relationships with NRI clients, understanding their financial needs, goals, and preferences.
• Provide personalized banking and investment advice to NRI clients, recommending appropriate products and services to meet their objectives.
• Act as a primary point of contact for NRI clients, addressing their inquiries, concerns, and requests in a timely and professional manner.
• Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients, including wealth management, and banking services.
• Stay up-to-date with industry trends, regulatory changes, and market developments affecting NRI banking, and incorporate this knowledge into client interactions and business strategies.
• Achieve individual and team targets for NRI client acquisition, revenue generation, and customer satisfaction.

Preferred candidate profile

• Bachelor's degree in Business, Finance, or related field.
• Proven track record of success in acquiring and managing NRI clients within the banking or financial services industry.
• Strong understanding of NRI banking products, services, and regulatory requirements.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with NRI clients.
• Demonstrated ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Proficiency in relevant software and CRM systems