Relationship Manager - NR Business

A Relationship Manager for Non-Resident (NR) Business is responsible for building and managing relationships with Non-Resident Indian (NRI) clients, focusing on acquiring new clients and serving existing ones to meet revenue targets. Key duties include providing financial solutions for their needs, cross-selling banking products, and resolving client issues to ensure high satisfaction and retention. 

Core responsibilities

• Client acquisition and retention: Acquiring new NRI clients through referrals and other channels, as well as maintaining strong relationships with existing clients.
• Financial solutions: Providing tailored financial and investment solutions to meet client needs, such as asset products, loans, and wealth management.
• Revenue generation: Meeting assigned revenue and sales targets by cross-selling products and services.
• Client servicing: Serving as the main point of contact for clients, resolving queries, managing issues, and ensuring a positive customer experience.
• Relationship management: Proactively engaging with clients through calls and emails, sharing insights on market trends, and tracking their financial activities.
• Internal coordination: Working with other departments to provide seamless service and fulfill client needs. 

Key skills and qualifications

• Experience: Previous experience in customer service, sales, or account management is often required.
• Communication: Strong verbal and written communication skills are essential for client interaction.
• Sales and negotiation: Ability to identify opportunities and negotiate effectively to meet sales targets.
• Problem-solving: Capacity to resolve client issues and manage conflicts.
• Analytical skills: Ability to analyze data and market trends to make informed decisions.
• Financial knowledge: Understanding of financial products and markets to provide appropriate solutions.