NR Relationship Manager

Role: Relationship Manager – CASA / NRI / TPP Products

Department: Retail Liabilities / Branch Banking

Location:Tirunelveli, Salem, Madurai, Trichy & Coimbatore Ramnagar

Job Purpose:

To acquire and manage customer relationships for NRI and domestic clients while driving CASA growth and cross-selling third-party (TPP) investment and insurance products. The role focuses on deepening relationships, increasing wallet share, and ensuring excellent customer service standards.

Roles & Responsibilities:

• Acquire new customers for CASA (Current and Savings Accounts) and NRI accounts through various channels.
• Manage and grow the existing NRI and HNI portfolio, ensuring strong relationship management and retention.
• Cross-sell third-party products (TPP) such as Mutual Funds, Insurance, Demat, and Investment services to maximize revenue per client.
• Drive branch-level CASA and TPP business targets with a focus on quality acquisition and product penetration.
• Maintain regular client engagement through calls and visits to understand financial needs and offer suitable banking solutions.
• Coordinate with operations and product teams for smooth customer onboarding and service delivery.
• Ensure adherence to compliance, KYC, and regulatory guidelines in all customer interactions.
• Track portfolio performance, identify opportunities for deepening, and report progress to branch leadership.

Key Skills & Competencies:

• Strong knowledge of CASA, NRI banking products, and third-party investments (Mutual Funds, Insurance).
• Excellent communication and relationship management skills.
• Sales-driven mindset with focus on quality acquisition and client satisfaction.
• Ability to work closely with internal teams and deliver results within timelines.

Qualification & Experience:

• Graduate / Postgraduate (MBA preferred).
• 2–6 years of experience in Banking, Financial Services, or NRI Relationship Management.
• Experience in CASA sourcing and TPP cross-sell is mandatory.

Interested candidates can share thier resume on neha.pawar@huntsmenbarons.con or Whatsapp on 9109961225.

Job Type: Full-time

Pay: ₹700,000.00 - ₹1,000,000.00 per year

Work Location: In person