Principal Banking Partner

20 hours ago

Anand, India Indusind Bank Full time

Job Description The role of aPrincipal Banking Partner - NRI involves acquiring and managing relationships with Non-Resident Indian (NRI) clients, providing tailored financial solutions, and ensuring high levels of customer satisfaction. Core Responsibilities: - Client Relationship Management:Act as the primary point of contact for NRI clients, understanding their financial needs, goals, and preferences to provide customized banking solutions. - Business Development & Acquisition:Actively prospect and acquire new NRI clients through various channels, including referrals from existing customers, networking, and outreach efforts. - Product Cross-Selling:Drive customer engagement by cross-selling a range of investment and non-investment products such as life insurance, general insurance, mutual funds, forex services, remittances, and loans. - Portfolio Management:Grow the liabilities portfolio by increasing account balances (CASA deposits) of existing NRI customers and enhancing profitability by capturing a larger share of their wallet. - Financial Advisory:Provide personalized banking and investment advice, keeping clients informed about market trends, interest rate changes, and exchange rate fluctuations. - Compliance & Documentation:Ensure all operations adhere to internal bank policies and regulatory requirements, particularly the Foreign Exchange Management Act (FEMA) regulations related to NRI business. - Service & Support:Coordinate with internal product and operations teams to provide seamless access to other products and ensure prompt resolution of customer complaints and queries. - Strategic Planning:Evaluate growth strategies based on competitor analysis and customer feedback, planning and conducting special sales initiatives and events for prospective and existing clients. Key Skills and Qualifications - Experience: 6-7 years of relevant experience in branch banking, relationship management, or the financial services industry, with specific exposure to the NRI segment. - Knowledge:Strong understanding of NRI banking products (e.g., NRE/NRO accounts), services, and the associated regulatory framework. - Communication:Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth individuals (HNIs) and their families. - Education:A bachelor's degree in business, finance, or a related field is generally required. - Attributes:Dynamic, results-oriented, customer-focused, with strong sales planning and analytical abilities.

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