Nri Relationship Manager

Veerwal Getwork Services; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Veerwal Getwork Services in Bengaluru seeks an experienced NRI Relationship Manager to manage an existing book of NRI clients and acquire new ones, driving revenue through wealth management and banking products.

You will maintain strong client relationships, cross-sell solutions, and ensure regulatory compliance. A Graduate or Postgraduate degree and 3–8 years in NRI/wealth management are required.

Qualifications

• Must have an existing book of NRI clients.
• 3–8 years of experience in NRI Relationship Management or Wealth Management.
• Excellent communication, networking and relationship management skills.
• Strong understanding of NRI banking products and investment solutions.

Responsibilities

• Bring and manage an existing portfolio (book) of NRI clients.
• Acquire new NRI customers through personal and professional networks.
• Build and maintain long-term relationships with high-value NRI clients.
• Cross-sell banking, investment, wealth management, and insurance products.
• Achieve business, revenue, and portfolio growth targets.
• Provide financial solutions based on clients' needs.
• Ensure compliance with KYC, RBI, and internal banking policies.
• Maintain regular engagement with clients to improve retention and satisfaction.

Skills

NRI relationship management

Wealth management

Sales & negotiation

Networking

Customer-centric approach

Education

Graduate/Postgraduate degree

Job description

Job Title: NRI Relationship Manager

Job Summary: We are looking for an experienced NRI Relationship Manager who has an existing portfolio (book) of NRI clients. The candidate will be responsible for acquiring new NRI customers, managing existing relationships, driving business growth, and achieving revenue targets through wealth management and banking products.

Key Responsibilities:

• Bring and manage an existing portfolio (book) of NRI clients.
• Acquire new NRI customers through personal and professional networks.
• Build and maintain long-term relationships with high-value NRI clients.
• Cross-sell banking, investment, wealth management, and insurance products.
• Achieve business, revenue, and portfolio growth targets.
• Provide financial solutions based on clients' needs.
• Ensure compliance with KYC, RBI, and internal banking policies.
• Maintain regular engagement with clients to improve retention and satisfaction.

Eligibility:

• Graduate/Postgraduate in any discipline.
• 3-8 years of experience in NRI Relationship Management or Wealth Management.
• Must have an existing book of NRI clients.
• Strong understanding of NRI banking products and investment solutions.
• Excellent communication, networking, and relationship management skills.
• Preferred Skills:
• Proven ability to generate business from an existing client base.
• Strong sales and negotiation skills.
• Knowledge of NRI regulations and banking processes.
• Target-driven with a customer-centric approach.