Nri Relationship Manager/ Sr Manager

Executive Resource Consultants; Mumbai; On-site; INR 1,620,000 - 1,980,000; Full time

Benefits offered by this job

Industry-best incentives

Job summary

Executive Resource Consultants is seeking an NR RM (Non-Resident / NRI Relationship Manager) to manage and grow relationships with NRI customers, handle portfolio management, liability acquisition, and investment sales. The role is highly sales and relationship driven, with targets across liabilities and fee income.

You will acquire new NRI customers, manage existing portfolios across CASA, deposits, wealth products, forex, insurance, mutual funds, and lending products, and provide investment

Qualifications

• Graduation/Post Graduation preferred.
• Experience in Banking Sales, Wealth, Liabilities, or NRI Banking.
• Strong communication and relationship management skills.
• Knowledge of NRI regulations and banking processes.
• AMFI / NISM / IRDA certifications preferred.

Responsibilities

• Acquire new NRI customers through references, networking, and market sourcing.
• Manage and grow existing NRI customer portfolio.
• Handle CASA, deposits, wealth products, forex, insurance, mutual funds, and lending products.
• Generate revenue through cross-selling and relationship deepening.
• Conduct portfolio reviews and provide investment solutions to HNI / affluent customers.
• Maintain regular engagement with clients through calls, meetings, and virtual interactions.
• Ensure smooth onboarding, KYC, and RBI compliance for NRI accounts.
• Coordinate with internal teams for service delivery and customer satisfaction.
• Achieve monthly and yearly business targets across liabilities and fee income.

Skills

Sales & Business Development

Portfolio Management

HNI Client Handling

Relationship Building

Target Achievement

Customer Service

Investment Advisory

Education

Graduation / Post Graduation preferred

Job description

Role & responsibilities

Role Overview

The NR RM (Non-Resident / NRI Relationship Manager) is responsible for managing and growing relationships with NRI customers, handling portfolio management, liability acquisition, investment sales, and cross-selling banking products. The role is highly sales and relationship driven.

Key Responsibilities

• Acquire new NRI customers through references, networking, and market sourcing.
• Manage and grow existing NRI customer portfolio.
• Handle CASA, deposits, wealth products, forex, insurance, mutual funds, and lending products.
• Generate revenue through cross-selling and relationship deepening.
• Conduct portfolio reviews and provide investment solutions to HNI / affluent customers.
• Maintain regular engagement with clients through calls, meetings, and virtual interactions.
• Ensure smooth onboarding, KYC, and RBI compliance for NRI accounts.
• Coordinate with internal teams for service delivery and customer satisfaction.
• Achieve monthly and yearly business targets across liabilities and fee income.

Products Handled

• NRE / NRO Savings Accounts
• FCNR Deposits
• Mutual Funds
• Insurance
• Forex Services
• Home Loans / LAP
• Wealth & Investment Products
• Trade & Remittance Services

Candidate Requirements

• Graduation / Post Graduation preferred.
• Experience in Banking Sales, Wealth, Liabilities, or NRI Banking.
• Strong communication and relationship management skills.
• Knowledge of NRI regulations and banking processes.
• AMFI / NISM / IRDA certifications preferred.

Skills Required

• Sales & Business Development
• Portfolio Management
• HNI Client Handling
• Relationship Building
• Target Achievement
• Customer Service
• Investment Advisory

Candidates Maximum Age should not cross 37 Years, CTC upto 18 Lakhs + industry best incentives,