- Identify and capitalize on opportunities to increase liabilities size of existing NRI relationships via account balances.
- Enhance customer profitability by capturing larger shares of their wallets.
- Closely monitor inflows and outflows in mapped NRI accounts, tracking visits to India proactively.
International Wealth Advisor - Morbi - beBeeFinancialExpert
Job title: NRI Relationship Manager
Description
**NRI Relationship Manager: Financial Solutions Expert**
NRI relationship managers play a pivotal role in providing tailored financial solutions to non-resident Indian customers, ensuring exceptional value-added customer service.
Key Responsibilities:
The ideal candidate will be skilled at maintaining close contact with existing customers through regular mailers and phone calls, sharing insights on fluctuations in interest rates, exchange rates, and product offerings. They must also possess the ability to generate new sales leads for NRI customers through referrals from existing clients, brokers, expats of shipping companies, overseas branches etc. In addition they will be responsible for increasing engagement through cross-selling investment products like Life Insurance General Insurance Gold Coins etc., as well as other non-investment products such Forex Remittances Loans etc., among both new & existing customers.
The position involves updating bank's internal systems accurately including Lakshya tracker Daily Activity Tracker DAT Customer Profiling amongst others. Key performance indicators include Incremental Cumulative Daily Average Balance CDAB Existing NRI Accounts New Acquisition Of Non Resident Term Deposits TD Budget Total Investment Products Group IPG Points Retail Loans Cross Sell points Remittances Fee Income Activation For Alternate Channels Banking - Hooks Customer Feedback Training Modules Mutual Funds Advisory Product Positioning Anti Money Laundry AML Know Your Customer KYC,