NRI - RM

Rekrut India

5 - 10 years

1 - 6 Lacs

Bengaluru Karnataka India

Posted:1 week ago| Platform: Foundit logo

Apply

Skills Required

NRI Relationship Management HNW Clients Banking Sales Cross Selling Mutual Funds Insurance Investment Services

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

Achieve assigned
revenue and business targets
by acquiring, retaining, and upgrading
HNW NR (Non-Resident)
customer relationships.
Drive deepening of relationships by increasing the
wallet share
of existing NR clients and
growing the NR book size
.
Cross-sell
bank products including
Insurance, Mutual Funds, Investment Services Accounts
, and other third-party offerings.
Manage
inward and outward remittances
to ensure seamless transaction experience for NR clients.
Collaborate with branch teams to conduct
promotional and lead generation activities
to meet the NR business targets.
Act as a
Product and Process Trainer
for branch staff related to NR offerings, helping them upskill and effectively engage with NR prospects.
Handle
all service requests, queries, and complaints
from NR HNW customers, ensuring timely and quality resolutions.
Implement and follow the
structured sales process
for client acquisition, onboarding, and engagement.
Source new business through
referrals, market research, and networking
, while maintaining high service standards.
Prepare and share periodic reports on customer engagement, revenue performance, and service delivery.

Candidate Profile:

Experience:
26 years in Relationship Management roles, preferably handling
NRI or HNW clients
in banking.
Education:
Graduate (MBA or relevant certification in finance/investment advisory is a plus).
Good understanding of
NR products, investment solutions
, and
foreign remittance processes
.
Excellent communication, interpersonal, and
client servicing skills
.
Ability to manage customer expectations and resolve issues promptly.
Sound knowledge of
cross-sell opportunities
in banking and wealth management.

More Jobs at Rekrut India

Associate Agency Development Manager (AADM)

Delhi NCR, Hyderabad, Mumbai (All Areas)

1 - 2 yrs

INR 3 - 4 Lacs

Retail Equity Advisor(Relationship Manager)

Chennai, Bengaluru, Hyderabad

2 - 7 yrs

INR 3 - 7 Lacs

Current Account - Team Leader - Banking - Bangalore

Bengaluru

6 - 11 yrs

INR 8 - 12 Lacs

Marketing Executive

Mumbai

4 - 6 yrs

INR 5 - 6 Lacs

Retail Equity Advisor(Relationship Manager)

Visakhapatnam, Chennai, Coimbatore

2 - 7 yrs

INR 3 - 7 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.