About the opportunity
Job Overview
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<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10pt;font-family:Calibri, sans-serif;">NR – Private banker is responsible for acquiring and managing a portfolio of HNI / UHNI NR book of clients – Acquiring new clients , providing wealth advisory services to the NR Clients who have minimum exposure on 2 crore and above . </span></p> <p style="font-size:medium;font-family:'Times New Roman', serif;"><strong><span style="font-size:10pt;font-family:Calibri, sans-serif;font-weight:normal;">1) Acquire & Manage NRI HNI/UHNI Clients:</span></strong><span><span style="font-size:10pt;font-family:Calibri, sans-serif;"> </span></span><span style="font-size:10pt;font-family:Calibri, sans-serif;">Build and maintain deep relationships with Non-Resident High Net-Worth Individuals (HNIs), offering personalized banking and wealth solutions.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10pt;font-family:Calibri, sans-serif;"><strong><span style="font-weight:normal;">2) Deliver Tailored Investment Advisory:</span></strong><span> </span>Provide customized financial planning, including NRE/NRO deposits, FCNR accounts, mutual funds, insurance, and offshore investment opportunities.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-family:Calibri, sans-serif;font-size:10pt;">3) </span><strong><span style="font-weight:normal;">Ensure Regulatory Compliance:</span></strong><span style="font-family:Calibri, sans-serif;font-size:10pt;"> </span><span style="font-family:Calibri, sans-serif;font-size:10pt;">Adhere strictly to FEMA, RBI, KYC, and AML guidelines while managing all NRI-related transactions and documentation.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10pt;font-family:Calibri, sans-serif;">4) <strong><span style="font-weight:normal;">Achieve Business & Revenue Targets:</span></strong><span> </span>Drive growth in CASA, AUM (Assets Under Management), investments, and fee-based income through effective cross-selling and portfolio management.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-family:Calibri, sans-serif;font-size:10pt;">5) <span style="font-weight:normal;">Leverage Global NRI Network:</span></span><span style="font-family:Calibri, sans-serif;font-size:10pt;"> </span><span style="font-family:Calibri, sans-serif;font-size:10pt;">Expand client base through referrals, diaspora connections, and international business development initiatives, including roadshows and digital outreach.</span></p> <p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:10pt;font-family:Calibri, sans-serif;">Looking for candidates with at least 10+ years of experience in NRI Banking as a Relationship Manager or Team leader with any banks .NR – Candidate should have excellent understanding on NR products with good base of HNI/ Super HNI Clients will be the ideal fitment for the role .</span></p>