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NRI Key Account Manager
3 weeks ago
NRI Relationship Manager is a crucial role in the financial industry. The primary responsibility of this position is to provide personalized banking solutions for Non-Resident Indian (NRI) customers, ensuring exceptional customer service.
The NRI Key Account Manager reviews inflows and outflows in mapped NRI accounts and proactively tracks NRI visits to India. They maintain close contact with existing customers through regular mailers and phone calls, sharing insights on interest rate fluctuations, exchange rates, and product offerings.
Effective sales strategies are implemented by the NRI RM to increase liabilities by managing balances in existing NRI accounts and enhance customer profitability by capturing a larger share of their wallet. New sales leads are generated for NRI customers through referrals from existing clients, brokers, stockbrokers, expats, overseas branches, and other sources.
Incremental Cumulative Daily Average Balance (CDAB)
- Customer Engagement and Cross-Selling: Total Investment Products Group (IPG) Points
- Remittances: Fee Income and Customer Feedback
- Training on Modules Like Mutual Funds Advisory, NRI, Product and Positioning, Anti-Money Laundering (AML), and Know Your Customer (KYC)