NRI- Relationship Manager

Jana Small Finance Bank; Khordha; On-site; INR 600,000 - 900,000; Full time

Job summary

Jana Small Finance Bank invites a proactive banking professional to lead NRI client acquisition and relationship management in Odisha. You will identify opportunities, deliver personalized wealth and banking solutions, and act as the main contact for NRI clients.

Collaboration with internal teams to provide comprehensive services, stay updated on regulatory changes, and achieve individual and team targets for revenue and client satisfaction will be key.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Proven track record in acquiring and managing NRI clients.
• Strong knowledge of NRI banking products and regulatory requirements.
• Excellent communication and interpersonal skills.
• Ability to work independently and meet deadlines in a fast-paced environment.
• Proficiency in CRM systems.

Responsibilities

• Actively prospect and acquire new NRI clients through various channels.
• Develop and maintain strong relationships with NRI clients and understand their needs.
• Provide personalized banking/investment advice to NRI clients.
• Serve as primary point of contact for NRI clients and address inquiries promptly.
• Collaborate with internal teams to deliver comprehensive banking solutions.
• Stay updated on industry trends, regulatory changes, and market developments.
• Achieve individual and team targets for NRI client acquisition and revenue.

Skills

Excellent communication

Interpersonal skills

Self-motivation

Target-driven

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Job description

Role & 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.

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

Interested Candidate Please Mail -

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