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Relationship Manager-NRI

IndoreFull-time3–4 yrsPosted over a month ago

Mid-level finance role at IDFC FIRST Bank in Indore. Needs 3–4 years and an MBA.

About the role

Asa RelationshipManager – NRI within the Retail Banking division, you will be responsible for delivering comprehensive financial solutions tailored to Non-Resident Indian (NRI) customers. This role focuses on enhancing customer value through deep relationship management, strategic product offerings, and superior service delivery.

What you'll do

  • Grow the liabilities portfolio by increasing account balances of existing NRI customers and improving profitability through a larger share of wallet
  • Monitor inflows and outflows in mapped NRI accounts and proactively track NRI visits to India
  • Establish strong customer connections via mailers and phone calls, sharing insights on interest rate changes, exchange rate fluctuations, and other product offerings
  • Generate new sales leads through referrals from existing clients, NR associations, Prominent stockbrokers, and expats from shipping companies
  • Recommend process improvements to enhance service efficiency and quality across the branch network

What you need

  • FEMA
  • Negotiation
  • Cross-selling
  • Sales

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