NRI Relationship Manager

Mintskill HR Solutions LLP; India; On-site; INR 600,000 - 1,000,000; Full time

Job summary

IDFC First Bank is seeking an NRI Relationship Manager to nurture NRI client relationships, identify potential customers, and provide customized investment solutions. The role emphasizes risk profiling, KYC compliance, and cross-functional collaboration with stakeholders.

You will manage end-to-end client engagements, maintain customer profiles, and aim to expand assets under management while delivering superior customer experience.

Qualifications

• NRI client relationship management and risk profiling.
• Identify potential customers and provide customized investment solutions.
• Maintain complete customer profile including risk, demographics and assets.
• Cross-sell bank products to deepen relationships.

Responsibilities

• Provide financial solutions to NRI customers with high service standards.
• Maintain customer profiles including risk and assets.
• Engage existing customers via mailers/calls and share rate/product insights.
• Deepen relationships through cross-selling of bank and third-party products.
• Record engagement activities in CRM and meet monthly targets.
• Ensure compliance with KYC/SEBI rules and regulations.

Skills

NRI relationship management

Cross-selling

CRM system

KYC compliance

Education

Degree from a recognized institute

Job description

• The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.
  
• The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience.
  

Key Responsibilities

• Provide financial solutions to the NRI customers while maintaining high service standards.
  
• Maintain a complete customer profile including the risk profile, demographics and assets in the bank.
  
• Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.
  
• Enrich relationships and garner higher wallet share through customer engagement activities.
  
• Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.
  
• Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.
  
• Identify potential customers who can be sold tailored products to enhance product penetration.
  
• Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches.
  
• Achieve targets as assigned by the organization monthly.
  
• Record and track all engagement activities through the CRM system.
  
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.
  

Requirements

Qualifications

• Degree from a recognized institute and AMFI and NCFM certifications

IDFC First Bank is an Indian private sector bank formed by the merger of the banking arm of Infrastructure Development Finance Company and Capital First, an Indian non-bank financial institution.