Scope of the Role
A Non-Resident Relationship Manager manages relationships with NRI clients, offering banking, investment, and wealth management solutions tailored to their cross-border financial needs.
Job Description
Client Relationship Management Manage a portfolio of NRI clients (NRIs, PIOs, OCIs) Understand client needs across geographies (India + abroad) Build long-term relationships and trust NRI Banking Services Handle NRE, NRO, and FCNR accounts Assist with remittances and foreign exchange services Guide clients on repatriation rules and tax implications Wealth & Investment Advisory Recommend mutual funds, deposits, bonds, and insurance products Provide portfolio management aligned with global financial goals Cross-sell wealth products Business Development Acquire new NRI clients via referrals and networking Increase Assets Under Management (AUM) Achieve sales and revenue targets Compliance & Regulations Ensure adherence to RBI and FEMA regulations Maintain KYC and documentation for overseas clients Stay updated on global compliance requirements
Ideal Candidates
Minimum Graduation Minimum 5-6 years of exposure in the Branch Banking domain At least 3-4 years of experience in Portfolio Management Must have had sales experience (liabilities products preferred) Age Limit : 35 - 38 yrs