NR Relationship Manager
4 hours ago
Key Responsibilities
- Acquire new NRI clients and build long-term relationships.
- Cross-sell banking and investment products (liabilities, assets, forex, insurance, mutual funds).
- Ensure accurate documentation, KYC, and RBI compliance for NRI accounts.
- Coordinate with internal teams for smooth onboarding and service delivery.
- Address customer queries promptly and maintain high satisfaction levels.
- Track performance metrics and prepare MIS reports.
Qualifications & Experience
- Graduate/Postgraduate (Finance/Commerce preferred).
- 2–6 years of experience in NRI banking, wealth management, or retail liabilities.
- Certifications like NISM, AMFI, IRDA preferred.
Skills & Competencies
- Strong communication and interpersonal skills.
- Knowledge of NRI products and regulatory requirements.
- Target-driven with a customer-centric approach.
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