NRI Client Relationship Manager

1 day ago


Thāne, Maharashtra, India beBeeRelationship Full time ₹ 30,00,000 - ₹ 60,00,000

We are seeking a seasoned professional to manage relationships with non-resident Indian clients.

Job Description:

The successful candidate will be responsible for understanding the banking and investment needs of our NRI clients and providing expert advice on financial products.

Key Responsibilities:
  • Manage a portfolio of NRI clients as their primary point of contact.
  • Provide in-depth knowledge on a range of financial products including NRI accounts, deposits, mutual funds, insurance, and investment options.
  • Maintain regular communication with clients through calls, emails, and virtual meetings.
  • Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
Requirements:
  • Strong knowledge of NRI financial regulations and products.
  • Excellent client engagement and customer service skills.
  • Strong interpersonal and communication skills.

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