Job Description: Relationship Manager – NRI
As a Relationship Manager specializing in Non-Resident Indian (NRI) clients, your primary role is to acquire and manage key clients and High Net Worth Individuals (HNIs) within the NRI segment. You will be responsible for providing personalized financial advice and solutions tailored to meet the unique needs of NRI customers, including investments, insurance, and basic banking services. Building strong relationships and delivering exceptional customer service are central to this role.
Key Responsibilities:
- Client Acquisition and Management:
- Identify and acquire key clients and HNIs within the NRI segment.
- Manage and grow an existing portfolio of NRI customers.
- Develop strategies to attract and retain high-value NRI clients.
- Financial Advisory:
- Provide comprehensive financial advice to NRI clients on investment opportunities, insurance products, and banking services.
- Customize financial solutions based on individual client requirements and risk profiles.
- Relationship Building:
- Build and nurture strong relationships with corporate sector and NRI clients.
- Understand client goals, anticipate needs, and proactively offer solutions to enhance client satisfaction and loyalty.
- Achievement of Targets:
- Meet acquisition and revenue targets while ensuring high-quality service delivery.
- Strive to exceed targets by identifying growth opportunities and maximizing client engagement.
- Product Expertise:
- Demonstrate proficiency in NRI-specific financial products and services.
- Stay updated on market trends, regulatory changes, and innovations within the NRI banking and investment landscape.
- Customer Service Excellence:
- Ensure exceptional customer service by addressing client inquiries, resolving issues promptly, and maintaining high service standards.
- Focus on delivering customer delight through proactive engagement and personalized attention.
Required Skills and Experience:
- Proven experience in acquiring and managing NRI clients and High Net Worth Individuals.
- In-depth knowledge of NRI banking products, investment options, and regulatory requirements.
- Strong sales and relationship management skills with a track record of achieving targets.
- Excellent communication and interpersonal skills, capable of building rapport with diverse clientele.
- Ability to analyze financial data, assess client needs, and propose suitable solutions.
- Proficiency in leveraging technology for client engagement and relationship management.
- Relevant qualifications in finance, banking, or related fields are preferred.
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