IDFC First Bank

6 days ago

Bengaluru, Karnataka, India Acura Solution Full time ₹ 6,00,000 - ₹ 18,00,000 per year


Job Description:
ob Title

Relationship Manager - NRI / Acquisition RM-NRI

Department / Business Unit

Retail Banking / NRI Business Vertical / Branch Banking

Job Purpose

  • Deepen and manage relationships with NRI customers, understanding their financial needs and offering relevant banking solutions. Shine+3GrabJobs+3foundit+3

  • Acquire new NRI (NTB - New To Bank) clients and service existing NRI clients to contribute to the growth of the bank's NRI portfolio. Adzuna+3GrabJobs+3Jobaaj+3

  • Collaborate with product, operations, and branch teams to ensure seamless delivery of product & service offerings. GrabJobs+2Shine+2

Key Responsibilities

Below are typical responsibilities:



Area
Responsibilities

Client Acquisition
Identify and acquire new NRI customers via referrals, cold-calling, network, local partners. foundit+3foundit+3Jobaaj+3

Client Relationship & Retention
Maintain ongoing relationships with NRI clients, understand their financial goals, proactively suggest suitable products, ensure high customer satisfaction. GrabJobs+2foundit+2

Sales & Cross-Selling
Sell a range of NRI banking products (savings/NRE/NRO accounts, fixed deposits, remittances, loans, investments, insurance etc.); cross-sell to increase share of wallet. Shine+3foundit+3Jobaaj+3

Portfolio Management
Monitor inflows/outflows; manage existing NRI portfolios; ensure account activation/funding; track and improve profitability. Jobaaj+1

Targets & Performance Monitoring
Meet / exceed defined sales/acquisition targets; monitor performance regularly; implement corrective actions. Shine+2Shine+2

Service & Customer Experience
Handle customer queries/complaints; ensure high service standards and speedy resolution; maintain accurate records of interactions; ensure smooth operations. GrabJobs+1

Market Awareness & Strategy
Stay updated with market trends, competitor offerings, regulatory changes affecting NRIs; suggest or adapt strategies for better acquisition or service. GrabJobs+2Shine+2

Collaboration
Coordinate with internal teams (products, operations, legal/compliance etc.) and external partners (B2B, brokers) to support acquisition/service efforts. Jobaaj+2foundit+2

Qualifications & Experience

Typical requirements:

  • Educational Qualification: Bachelor's degree (Finance, Commerce, Business Administration, or related field). Some roles may prefer or include postgraduate qualifications (MBA / PGDM) depending on seniority. Shine+1

  • Relevant Experience: Varies by location and seniority. Often between 2-8 years in banking / financial services / sales / relationship management, ideally with experience in NRI products. SimplyHired+2foundit+2

Skills & Competencies

  • Excellent communication (verbal & written) and interpersonal skills. Adzuna+1

  • Strong sales & negotiation skills. foundit+1

  • Understanding of financial products (deposits, remittances, investment, loans) and NRI banking regulations. foundit+2foundit+2

  • Customer-centric mindset; ability to build trust (even virtually / telephonically) with clients. Jobaaj+1

  • Good analytical skills: tracking targets, monitoring portfolio metrics, understanding market trends. GrabJobs+1

  • Tech savvy / comfortable using internal bank systems / CRM / digital tools. SimplyHired+1

Metrics of Success

Some of the KPIs / metrics by which the RM-NRI might be measured:

  • Number of new NRI customers acquired (NTB count) GrabJobs+2Jobaaj+2

  • Incremental deposits / liabilities from NRI clients; volumes of remittances etc. Jobaaj+1

  • Cross-sell rates (product per customer) Jobaaj

  • Customer satisfaction / turnaround time for service/issues, complaint resolution. GrabJobs

  • Retention / growth of existing NRI portfolio. foundit+1

Key Challenges (Implicit)

  • Dealing with regulatory & compliance aspects specific to NRIs (e.g. tax/NRI account rules, documentation)

  • Making acquisition cost-effective (balancing lead generation cost vs. value)

  • Maintaining service quality when clients are remote, possibly overseas; time zones, communication barriers

  • Ensuring accurate record keeping and operations support


  • IDFC First Bank

    1 week ago

    Bengaluru, Karnataka, India Acura Solution Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description:Job Description: Private Banker / Partner – First PrivateKey Responsibilities:Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1Wealth Advisory: Provide personalized financial advice, leveraging the...

  • IDFC BANK-Partner/Senior Partner

    1 week ago

    Bengaluru, Karnataka, India Acura Solution Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Job Description:Role/Job Title: Senior Partner - First Private Business: Retail Banking Function/ Department: Retail Liabilities Place of work: Pan India Roles & Responsibilities: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank Provide a seamless banking...

  • IDFC First Bank

    6 days ago

    Bengaluru, Karnataka, India Acura Solution Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    Job Description:Branch Relationship ManagerBranch Sales ManagerResponsible for achieving the Branch Sales Budgets by managing the daily activities of Branch Sales Team which includes Business Development Executives, Relationship Managers and Branch front desk staff.Overall branch management and Business Development Conducting regular Product and Knowledge...

  • IDFC First Bank

    6 days ago

    Bengaluru, Karnataka, India Acura Solution Full time ₹ 9 - ₹ 21 per year

    Job Description:ASM – Max 21L , Age – 36 yearsSM CS – Max 9.9L , Age – 30 yearsRole/ Job Title: Area Sales Manager-Corporate SalaryFunction/ Department: Retail LiabilitiesJob Purpose:This role entails strategic leadership in specific areas, focusing on direct customer engagement and targeted acquisition strategies aligned with organizational goals....

  • Branch Relationship Manager

    6 days ago

    Bengaluru, Karnataka, India Acura Solution Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Job Description:JOB DESCRIPTIONS Designation :  Branch Relationship ManagerCompany : IDFC BankLocation : BangaloreThe role of a Branch Relationship Manager for Current Accounts at IDFC Bank in Bangalore involves managing and growing customer relationships within the branch. Key responsibilities include:Customer Relationship Management:Building and...

  • Trade Counselor-Bangalore-IDFC FIRST BANK

    1 week ago

    Bengaluru, Karnataka, India Acura Solution Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Job Description:Responsible for driving and achieving revenue targets on trade and forex of assigned    Branches through various channels.To support various branch channels for acquisition of new to bank trade clients.Client Meetings for verification and initiation of forex txn.Sourcing new trade accounts.Drive revenue from trade for a...

  • Deputy Branch Manager-BRANCH BANKING-Branch Banking

    6 days ago

    Bengaluru, Karnataka, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    DescriptionDeputy Branch Manager – Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers.Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers.Driving customer coverage and Ensuring customer engagement & Retention.Drive productivity through the team...

  • Associate Manager-Acquisition

    1 week ago

    Bengaluru, Karnataka, India Million IQ Solutions Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Role/ Job Title: Associate Manager-Acquisition (CASA) - Field Sales Function/ Department: Branch Banking Job Purpose: The role entails acquiring new customers for the bank's current and savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the current and...

  • Senior Virtual Relationship ss Banking-VRM SME

    1 week ago

    Bengaluru, Karnataka, India Mashreq Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    DescriptionJOB DESCRIPTION –Senior Virtual Relationship Manager and Virtual Relationship Manager - Business Banking 1Job TitleSenior Virtual Relationship Manager / Visual Relationship ManagerDepartmentBusiness Banking Direct SupervisorTeam Manager / Area Manager  Job Number2Job PurposeManage a set of existing Platform/Neobiz relationships through outbound...

  • Relationship Manager-Wealth-bangalore

    1 week ago

    Bengaluru, Karnataka, India Acura Solution Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description:Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through...