Achieve assigned revenue and business targets by acquiring, retaining, and upgrading HNW NR (Non-Resident) customer relationships.
Drive deepening of relationships by increasing the wallet share of existing NR clients and growing the NR book size.
Cross-sell bank products including Insurance, Mutual Funds, Investment Services Accounts, and other third-party offerings.
Manage inward and outward remittances to ensure seamless transaction experience for NR clients.
Collaborate with branch teams to conduct promotional and lead generation activities to meet the NR business targets.
Act as a Product and Process Trainer for branch staff related to NR offerings, helping them upskill and effectively engage with NR prospects.
Handle all service requests, queries, and complaints from NR HNW customers, ensuring timely and quality resolutions.
Implement and follow the structured sales process for client acquisition, onboarding, and engagement.
Source new business through referrals, market research, and networking, while maintaining high service standards.
Prepare and share periodic reports on customer engagement, revenue performance, and service delivery.

Experience: 2–6 years in Relationship Management roles, preferably handling NRI or HNW clients in banking.
Education: Graduate (MBA or relevant certification in finance/investment advisory is a plus).
Good understanding of NR products, investment solutions, and foreign remittance processes.
Excellent communication, interpersonal, and client servicing skills.
Ability to manage customer expectations and resolve issues promptly.
Sound knowledge of cross-sell opportunities in banking and wealth management.

NRI - RM