Relationship Manager - NRI

Role & Responsibilities

• Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business.
• Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions.
• Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients.
• Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments.
• Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share.
• Grow CASA balances through both acquisition and relationship deepening initiatives.
• Drive product and channel penetration to maximize client engagement and profitability.
• Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene.
• Act as the single point of contact for clients, ensuring timely resolution of service and sales queries.
• Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles.
• Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products.
• Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails.
• Perform detailed client profiling to identify financial needs and deliver customized banking solutions.