NRI- Relationship Manager

Jana Small Finance Bank; Bhopal; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Jana Small Finance Bank seeks an experienced NRI Banking Acquisition Relationship Manager to build and manage relationships with Non-Resident Indian clients, offering tailored banking solutions and exceptional service.

The role focuses on acquiring new NRI clients, providing personalized advice, and collaborating with internal teams to deliver wealth management and banking services. Strong communication and CRM skills are essential for success.

Qualifications

• Proven track record of acquiring and managing NRI clients in banking/financial services.
• Strong understanding of NRI banking products, services, and regulations.
• Excellent communication and interpersonal skills to build rapport with NRI clients.
• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
• Proficiency in CRM software and data management.

Responsibilities

• Prospect and acquire new NRI clients through referrals, networking, and outreach.
• Develop and maintain Relationships with NRI clients and understand their financial goals.
• Provide personalized banking and investment advice to meet client objectives.
• Be primary contact for NRI clients and address inquiries promptly and professionally.
• Collaborate with internal teams to deliver comprehensive banking solutions to NRI clients.
• Stay updated on industry trends and regulatory changes affecting NRI banking.
• Achieve individual and team targets for NRI client acquisition and revenue.

Skills

Relationship management

NRI banking

Client acquisition

Communication skills

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