NRI- Relationship Manager

Jana Small Finance Bank Limited; Bhilai, Bilaspur District, Raipur; On-site; INR 500,000 - 700,000; Full time

Job summary

Jana Small Finance Bank Limited in India seeks an experienced NRI Banking Acquisition Relationship Manager to acquire and manage NRI clients, offering tailored banking solutions and exceptional service.

You will prospect new clients, build trust, provide investment advice, collaborate with internal teams on wealth management, stay aware of regulatory changes, and work toward ambitious targets.

Qualifications

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

Responsibilities

• Acquire and manage relationships with NRI clients, providing tailored banking solutions.
• Prospect and acquire new NRI clients through referrals, networking, and outreach.
• Develop and maintain strong relationships, understanding client financial needs and goals.
• Provide personalized banking and investment advice to NRI clients.
• Act as primary point of contact for NRI clients and address inquiries promptly.
• Collaborate with internal teams to deliver banking solutions, including wealth management.
• Stay updated with industry trends and regulatory changes affecting NRI banking.
• Achieve individual and team targets for NRI client acquisition and revenue.

Skills

Excellent communication

Interpersonal skills

Work independently

Time management

Education

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

Tools

CRM systems

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