NRI Product and Knowledge specialist

3 weeks ago

mumbai, India DBS Bank Full time

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 500+branches spread across 350 cities in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.

Job Purpose: 

The position entails NRI Product Management and segments Knowledge specialist for DBS India franchise. Responsible to own all product, processes and well versed with NRI related market knowledge. Ensure coverage with frontline and also with internal/external stakeholders


Key Accountabilities

Review all NRI Policies to be in line with regulations

Drive all the trainings on NRI processes

Periodic review and update of the digital assets and Knowledge portal

Identify, evaluate and drive the process changes, as applicable for the NRI Business

Ensure internal and regulatory compliance through strict adherence to DBS processes

Develop new products to drive penetration and coverage of NRI customer by working closely with product teams

Work with stakeholders to ensure smooth journey through our core banking system

Monitor industry trends and best practices in order to stay updated with the latest developments in NRI segment

Responsible for managing the digital funnel optimisation to drive acquisitions

Job Duties: 

Track and monitor all regulatory changes in the NRI process/customer journey

Schedule periodic trainings, in line with change in processes and journeys

Monitor and track all process enhancements requirements with internal & external stakeholders

Responsible as custodian of all NRI processes/policies and ensure they are made available to all (through the Knowledge Center)

Liaising with all internal stakeholders for building up the NRI processes in coordination with Compliance & Legal

Manage all process related queries received from the Segments (Bankers, Branches, CCTR, VRM) and ensure they are resolved within the required timelines

Periodic review of the digital funnel and process optimisation

Required Experience
 6-12 years of experience in NRI Product / Wealth Segment
Sound understanding of NRI Product and regulations

 In-depth knowledge of local market and competition.

Education / Preferred Qualification


Graduate / Post Graduate preferably with MBA in relevant field

Core Competencies

NRI Product knowledge, including FEMA and other relevant RBI regulations

Good understanding of other banking processes

Ability to work in a collaborative manner, with a practical bent of mind to resolve issues and provide solutions

Good written and verbal communication skills

Effective probing and listening skills.

Strong Relationship Management and influencing skills 

Understanding of competitive positioning 

Strong service orientation, customer-centric behaviour.

  • NRI Product and Knowledge specialist

    1 month ago

    Mumbai, India DBS Bank Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 500+branches spread across 350 cities in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl....

  • SENIOR NRI WEALTH RELATIONSHIP MANAGER

    16 hours ago

    Mumbai, India NRI Nivesh Full time

    Job Title: SR. NRI Relationship Manager - WealthLocation: MumbaiExperience: 5 years + in to BFSI IndustrySalary Range: INR 12,00,000 p.a. to INR 15,00,000 p.a. + IncentivesJob Description:A Senior NRI Wealth Relationship Manager would primarily deal with individual NRI & HNI customers and advise them on various financial products and services offered by the...

  • Advisor- Nri Desk

    1 month ago

    Mumbai, Maharashtra, India Clini launch Business Solutions Full time

    Description We are currently seeking a highly motivated and dynamic individual to join our team as an Advisor - NRI Desk. As an Advisor, you will play a key role in providing exceptional service and support to our Non-Resident Indian (NRI) clients. Your excellent interpersonal skills, in-depth knowledge of NRI banking, and ability to adapt to changing...

  • Product Lead-NRI Banking

    2 weeks ago

    mumbai, India IDFC FIRST Bank Full time

    Role / Job Title:  Product Lead - NRI Function/Department:  Retail Liabilities Job Purpose: A product leadership role in the Non-Resident (NRI) Banking unit, reporting to the Product Head NRI Business. Responsible for overall Product charter for NR business for the Bank by leading the team and collaborating closely with internal and external...

  • Product Lead-NRI Banking

    2 weeks ago

    Mumbai, India IDFC FIRST Bank Full time

    Role / Job Title:  Product Lead - NRI Function/Department:  Retail Liabilities Job Purpose: A product leadership role in the Non-Resident (NRI) Banking unit, reporting to the Product Head NRI Business. Responsible for overall Product charter for NR business for the Bank by leading the team and collaborating closely with internal and external...

  • NRI Sales Role

    3 weeks ago

    Mumbai, Maharashtra, India iimjobs Full time

    Responsibilities : Assist in the development and execution of sales strategies to acquire and retain Non Resident Indian (NRI) clients. Support the team in identifying potential leads, prospecting, and qualifying clients through various channels such as referrals, networking, and cold outreach. Assist in conducting client meetings, presentations, and product...

  • Advisor-nri Desk

    1 month ago

    Mumbai, Maharashtra, India HR7M Consultant Full time

    Position : Advisor-NRI Desk - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for generating revenue primarily...

  • Advisor-nri Desk

    4 weeks ago

    Mumbai, Maharashtra, India Koushika Enterprises Private Limited Full time

    Position : Advisor-NRI Desk Location : Mumbai JD - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs. - Responsible for...

  • NRI Investment

    3 weeks ago

    navi mumbai, India White Force Full time

    Job Description: Key Responsibilities:- Handling of investments of NRI Handling Inward and Outward Remittance. Processing payments and tracking receipts Monthly Books closure of Individuals NRI Handling Investment audit independently Annually ITR Filing , Quarterly Advance tax Projections Handling ITR Assessment proceedings...

  • Nri Sales

    1 month ago

    Mumbai, Maharashtra, India Serving Skill Full time

    Job Description for NRI-Advisor (International Business) ROLES & RESPONSIBILITIES: - Advising & execution of orders on behalf of clients on equity, derivatives and option strategies. - Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS,...

  • Nri Sales

    1 month ago

    Mumbai, India Globe Capital Market Limited Full time

    Experience - 5+ Years Mumbai View All Openings **Job Responsibility**: - Responsible for acquiring new NRI customers and increasing wallet share across multiple products offered by the Mutual Funds, Insurance, Forward contracts, Leverage products, offshore investments. - Ensure adherence to productivity benchmarks and Sales Targets. - Responsible for...

  • Nri Advisor

    1 month ago

    Mumbai, Maharashtra, India The Hire Wings Full time

    Hello Professionals, Currently we have Openings for NRI Advisor Experience: 2 to 3 Years Location: Mumbai Qualifications: **Advising Experience** **Client Handling Experience or Acquisition** **Aum Size** **Financial product knowledge** **Salary**: ₹600,000.00 - ₹700,000.00 per year **Benefits**: - Provident Fund Schedule: - Day...

  • Advisor and Dealer

    1 day ago

    Mumbai District, Maharashtra, India Serving Skill Full time

    Handling team of Advisors. Advising & execution of orders on behalf of clients on equity, derivatives and option strategies Key Deliverables 1. Handling Team of NRI Advisors & Driving Revenue from Advising & execution of orders on behalf of clients on equity, derivatives and option strategies 2. Achieving the targets set for Team on Cross-selling...

  • RB - Affluent Business:Head - NRI Portfolio & Activation

    3 weeks ago

    Mumbai, India Axis Bank Full time

    RB - Affluent Business:Head - NRI Portfolio & Activation15 - 20 Years1 OpeningMumbaiRole descriptionJob Description: Head - NRI Portfolio & ActivationJob TitleHead - NRI Portfolio & ActivationGradeVP/SVP 1DepartmentAffluent BusinessNo. of Positions1LocationCorporate OfficeReporting Authority Job NameSVP & Head - NRI Portfolio, COE & New Product...

  • RB - Affluent Business:Head - NRI Portfolio & Activation

    1 month ago

    Mumbai, India Axis Bank Full time

    RB - Affluent Business:Head - NRI Portfolio & Activation 15 - 20 Years 1 Opening Mumbai Role description Job Description: Head - NRI Portfolio & Activation Job Title Head - NRI Portfolio & Activation Grade VP/SVP 1 Department Affluent Business No. of Positions 1 Location Corporate Office Reporting Authority Job Name SVP & Head -...

  • RB - Affluent Business:Head - NRI Portfolio & Activation

    1 month ago

    mumbai, India Axis Bank Full time

    RB - Affluent Business:Head - NRI Portfolio & Activation 15 - 20 Years 1 Opening Mumbai Role description Job Description: Head - NRI Portfolio & Activation Job Title Head - NRI Portfolio & Activation Grade VP/SVP 1 Department Affluent Business No. of Positions 1 Location Corporate Office Reporting Authority Job...

  • NRI Advisor

    1 month ago

    Navi Mumbai, India Praaxis Consulting Pvt Ltd Full time

    NRI Advisor (International Business)Roles & Responsibilities: 1) Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.2) Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.3)...

  • RB - Affluent Business:Head - NRI Partnerships, New Product Development, Acquired Business Programs

    1 month ago

    Mumbai, India Axis Bank Full time

    RB - Affluent Business:Head - NRI Partnerships, New Product Development, Acquired Business Programs 13 - 15 Years 1 Opening Mumbai Role description Job Description: VP & Head - NRI Partnerships, New Product Development, Acquired Business Programs Job Title VP & Head - NRI Partnerships, New Product Development, Acquired Business...

  • RB - Affluent Business:Head - NRI Partnerships, New Product Development, Acquired Business Programs

    1 month ago

    mumbai, India Axis Bank Full time

    RB - Affluent Business:Head - NRI Partnerships, New Product Development, Acquired Business Programs 13 - 15 Years 1 Opening Mumbai Role description Job Description: VP & Head - NRI Partnerships, New Product Development, Acquired Business Programs Job Title VP & Head - NRI Partnerships, New Product Development,...

  • Svp Nri Channel-international

    4 weeks ago

    Mumbai, India HSBC Full time

    -Job description **Some careers open more doors than others** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...