Relationship Manager-NRI

Role & responsibilities

Client Acquisition & Onboarding: Source new NRI customers through referrals, overseas branches, digital leads, and direct outreach.

Portfolio & Wealth Management: Handle High-Net-Worth (HNI) and affluent NRI portfolios; offer customized financial solutions including Mutual Funds, Portfolio Management Services (PMS), Life/Term Insurance, and RBI/Sovereign Gold Bonds.

Liability & Asset Growth: Increase and track Assets Under Management (AUM), CASA (Current Account Savings Account) balances, and fixed deposits.

Relationship & Service Deepening: Regularly review client portfolios, handle service requests/complaints, track client visits to India, and engage on personal or festive occasions.