NRI Relationship Manager

About the Role

Jana Small Finance Bank, a prominent financial institution evolved from Janalakshmi Financial Services, is dedicated to expanding financial inclusion throughout India. We are seeking a seasoned NRI Relationship Manager who possesses an existing portfolio of NRI clients to join our Bengaluru team. This role focuses on acquiring and nurturing NRI customers, enhancing business growth, and meeting revenue objectives through the promotion of wealth management and banking products.

Key Responsibilities

• Manage and grow your existing portfolio of NRI clients.
• Acquire new NRI customers leveraging personal and professional networks.
• Develop and sustain strong relationships with high-net-worth NRI clients.
• Offer a wide range of banking, investment, wealth management, and insurance products.
• Consistently meet business, revenue, and portfolio expansion targets.
• Deliver tailored financial solutions aligned with clients' requirements.
• Comply with KYC norms, RBI regulations, and internal banking policies.
• Engage regularly to enhance client retention and satisfaction.

Candidate Profile and Eligibility

• Graduate or postgraduate degree in any field.
• 3 to 8 years of relevant experience in NRI Relationship Management or Wealth Management.
• Must hold an active client book of NRI customers.
• Deep knowledge of NRI banking products and investment options.
• Exceptional communication, networking, and relationship-building abilities.
• Proven track record in business generation from existing clients.
• Strong sales aptitude and negotiation capabilities.
• Familiarity with NRI regulations and banking processes.
• Target-driven mindset with a focus on customer satisfaction.