About the role

Relationship Manager - NRI Services

Job Summary:

We are seeking a dynamic and personable Relationship Manager to join our NRI Services team. In this role, you will be the primary point of contact for Non-Resident Indian clients, ensuring outstanding service and fostering long-lasting relationships that contribute to the growth and success of our organization.

Key Responsibilities:

Engage with NRI clients to understand their financial needs and provide tailored solutions that align with their goals.
Maintain strong relationships through regular follow-ups, addressing inquiries, and promptly resolving issues.
Collaborate with cross-functional teams to deliver seamless service and optimize client satisfaction.
Conduct market research to stay updated on trends affecting NRI clients and proactively recommend new financial products.
Organize and participate in client events and workshops to enhance client engagement and education.
Track client interactions and report insights to management for continuous improvement of services.

Requirements:

Bachelor's degree in Finance, Business Administration, or a related field.
Minimum of 3 years of experience in financial services or a customer-facing role.
Strong communication and interpersonal skills, with fluency in English and proficiency in a regional language preferred.
Proven ability to build relationships and influence stakeholders effectively.
Excellent problem-solving and conflict-resolution abilities.
Familiarity with banking products and services suitable for NRI clients.

Preferred Qualifications:

Experience working with NRI clientele in a financial services context.
Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
Track record of meeting and exceeding sales targets in a previous role.
Strong networking skills and established connections within the NRI community.

Benefits:

Competitive salary with performance-based incentives.
Comprehensive health insurance, including family coverage.
Retirement savings plan with company match.
Generous paid time off and flexible work arrangements.
Opportunities for professional development and career advancement.
Supportive work environment focused on diversity and inclusion.

RM NRI