NRI- Relationship Manager

Jana Small Finance Bank; Indore District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Jana Small Finance Bank seeks an experienced NRI Banking Acquisition Relationship Manager to join our team in India. You will acquire and manage relationships with NRI clients, offering tailored banking solutions and exceptional service.

You will prospect new clients, deepen relationships, and collaborate with internal teams to deliver wealth management and banking services while staying updated on regulatory changes and market trends.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Proven track record of acquiring and managing NRI clients.
• 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 CRM systems.

Responsibilities

• 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.

Skills

NRI client acquisition

Relationship management

Communication skills

Interpersonal skills

Independent work

CRM systems proficiency

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