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NRI Relationship Manager

1 month ago

Delhi, India Waytogo Consultants Full time
- NRI RM is primarily responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service.
- Responsible for increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet.
- Reviews the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India.
- NRI RM is expected to be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.
- NRI RM also generates new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, Overseas branches, etc.
- Also involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance etc. and other non Investment Products like Forex, Remittances, Loans, etc. to new and existing customers.

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