Relationship Manager – Wealth/NRI – Banking Dimensions HRD Consultants

The Corporate Institute; Chennai District; Sur place; INR 700 000 - 1 100 000; Plein temps

Résumé du poste

The Corporate Institute in Chennai seeks an NRI Relationship Manager to manage and grow relationships with Non-Resident Indian clients, delivering banking, investment, wealth management, and forex solutions.

You will drive portfolio growth across NRI liabilities, investments, and fee income, coordinate with branch and product teams, ensure KYC/AML compliance, and meet monthly, quarterly, and annual targets while delivering superior customer service.

Qualifications

• Must have deep understanding of NRIs banking needs.
• Strong client relationship management skills.
• Knowledge of banking products including deposits, investments, wealth management.

Responsabilités

• Manage and deepen relationships with an assigned portfolio of NRI customers.
• Acquire new NRI clients through referrals, digital channels, and market sourcing.
• Drive growth in NRI CASA, Term Deposits, and investment products.
• Cross-sell wealth and third-party products such as Mutual Funds, Insurance, PMS, AIFs, Bonds, and Structured Products.
• Promote retail forex, remittance, and international banking solutions.
• Conduct regular portfolio reviews and provide customized financial solutions based on customer needs.
• Ensure high levels of customer satisfaction through proactive engagement and service delivery.
• Achieve monthly, quarterly, and annual business targets across liabilities, investments, and fee income.
• Coordinate with branch teams, product teams, and service units to resolve customer queries and ensure seamless execution.
• Maintain compliance with KYC, AML, regulatory, and internal bank policies.
• Keep abreast of market trends, investment opportunities, and regulatory changes impacting NRI customers.

Description du poste

Job Description: NRI Relationship Manager (NR RM)

Role Purpose:

The NRI Relationship Manager is responsible for managing and growing relationships with Non-Resident Indian (NRI) customers by providing banking, investment, wealth management, and forex solutions. The role focuses on portfolio growth, revenue generation, customer acquisition, and delivering a superior customer experience.

Key Responsibilities:

• – Manage and deepen relationships with an assigned portfolio of NRI customers.
• – Acquire new NRI clients through referrals, digital channels, and market sourcing.
• – Drive growth in NRI CASA, Term Deposits, and investment products.
• – Cross-sell wealth and third-party products such as Mutual Funds, Insurance, PMS, AIFs, Bonds, and Structured Products.
• – Promote retail forex, remittance, and international banking solutions.
• – Conduct regular portfolio reviews and provide customized financial solutions based on customer needs.
• – Ensure high levels of customer satisfaction through proactive engagement and service delivery.
• – Achieve monthly, quarterly, and annual business targets across liabilities, investments, and fee income.
• – Coordinate with branch teams, product teams, and service units to resolve customer queries and ensure seamless execution.
• – Maintain compliance with KYC, AML, regulatory, and internal bank policies.
• – Keep abreast of market trends, investment opportunities, and regulatory changes impacting NRI customers.