Relationship Manager-NRI (West Zone)

IDFC FIRST Bank; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

IDFC FIRST Bank in Mumbai seeks a Relationship Manager - NRI to deepen client relations, acquire NTB NRI clients, and coordinate with product and operations teams to deliver tailored solutions. You will drive acquisition, servicing, and deepening of relationships, ensuring high customer satisfaction and value creation across the branch network.

The role requires 5-10 years in branch banking or related fields, with a proven track record in NRI services and relationship management.

Qualifications

• 5-10 years of relevant branch banking experience.
• Experience in acquiring NTB non-resident clients and servicing existing relationships.
• Graduation in any field.

Responsibilities

• Inform customers of new products or product enhancements to further expand the banking relationship.
• Coordinate with other functional teams to provide seamless access to other products.
• Ensure the enhancement of customer value by understanding and providing customized solutions.
• Maintain updated and accurate relationship records for assigned customer accounts.
• Penetration of group or family accounts of the existing mapped base
• Track customer complaints, queries and turnaround times for customer satisfaction.
• Plan and conduct special sales initiatives and events for prospective and existing corporations.
• Assist the Senior Relationship Manager - NRI in providing a best-in-class customer experience to become their banking partner of choice.
• Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
• Recommend process changes in order to improve service efficiency and quality across the branch network.

Skills

NRI Banking

Relationship Management

Sales & Service

Cross-functional collaboration

Education

Any Graduate

Job description

Job Title

Relationship Manager - NRI

Job Purpose

The role entails deepening the relationship by providing solutions to meet the requirements of the NRI customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for acquiring NTB non-resident clients and servicing the existing relationships contributing to the larger branch banking channel objectives.

Roles & Responsibilities

• Inform customers of new products or product enhancements to further expand the banking relationship.
• Coordinate with other functional teams to provide seamless access to other products.
• Ensure the enhancement of customer value by understanding and providing customized solutions.
• Maintain updated and accurate relationship records for assigned customer accounts.
• Penetration of group or family accounts of the existing mapped base
• Track customer complaints, queries and turnaround times for customer satisfaction.
• Plan and conduct special sales initiatives and events for prospective and existing corporations.
• Assist the Senior Relationship Manager - NRI in providing a best-in-class customer experience to become their banking partner of choice.
• Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
• Recommend process changes in order to improve service efficiency and quality across the branch network.

Educational Qualifications

Graduation: Any Graduate

Experience

5-10 years of relevant branch banking experience.