Client Acquisition & Relationship Management:- Acquire and manage a portfolio of NRI clients across the assigned region.- Build strong relationships and offer tailor-made financial solutions.- Ensure high levels of client satisfaction and retention. Business Development & Revenue Generation:- Drive sales of NRI banking products, including NRE/NRO accounts, remittances, deposits, investments, insurance, and wealth solutions.- Identify cross-selling and up-selling opportunities for wealth management and investment products.- Achieve financial targets, including revenue, CASA growth, and fee-based income. Compliance & Risk Management:- Ensure adherence to RBI guidelines and KYC/AML regulations.- Maintain documentation and compliance standards for NRI accounts and transactions.- Monitor market trends and provide financial insights to clients. Market Intelligence & Networking:- Develop a strong network with NRI communities, referral partners, and local influencers.- Conduct client events, webinars, and engagement programs to expand business reach.- Stay updated on international taxation, forex regulations, and investment opportunities.Key Skills & Qualifications: - Educational Qualification: Graduate/Postgraduate in Finance, Banking, or a related field. - Experience: 3-7 years in NRI Banking, Wealth Management, or Relationship Management. Skills Required:- Strong knowledge of NRI products (NRE/NRO accounts, FCNR, investment solutions, remittances).- Excellent communication & interpersonal skills.- Understanding of global investment trends, forex, and taxation.- Ability to acquire and manage high-net-worth NRI clients. (ref:updazz.com)
updazz .com
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