Relationship Manager - NR Business

A Relationship Manager for Non-Resident (NR) Business isresponsible for building and managing relationships with Non-Resident Indian (NRI) clients, focusing on acquiring new clients and serving existing ones to meet revenue targets. Key duties include providing financial solutions for their needs, cross-selling banking products, and resolving client issues to ensure high satisfaction and retention.

Core responsibilities

• Client acquisition and retention:

  Acquiring new NRI clients through referrals and other channels, as well as maintaining strong relationships with existing clients.

• Financial solutions:

  Providing tailored financial and investment solutions to meet client needs, such as asset products, loans, and wealth management.

• Revenue generation:

  Meeting assigned revenue and sales targets by cross-selling products and services.

• Client servicing:

  Serving as the main point of contact for clients, resolving queries, managing issues, and ensuring a positive customer experience.

• Relationship management:

  Proactively engaging with clients through calls and emails, sharing insights on market trends, and tracking their financial activities.

• Internal coordination:

  Working with other departments to provide seamless service and fulfill client needs.

Key skills and qualifications

• Experience:

  Previous experience in customer service, sales, or account management is often required.

• Communication:

  Strong verbal and written communication skills are essential for client interaction.

• Sales and negotiation:

  Ability to identify opportunities and negotiate effectively to meet sales targets.

• Problem-solving:

  Capacity to resolve client issues and manage conflicts.

• Analytical skills:

  Ability to analyze data and market trends to make informed decisions.

• Financial knowledge:

  Understanding of financial products and markets to provide appropriate solutions.