Relationship Manager - New Delhi, India - Waytogo Consultants

Description

NRI Relationship Manager at the Bank, your primary responsibility is to manage and grow the bank's relationships with Non-Resident Indian clients. You will be the main point of contact for these clients, providing them with personalized banking services and investment solutions.

Key Responsibilities:

1. Client Relationship Management:

• Build and maintain strong relationships with NRI clients.
• Understand clients' financial needs and goals.
• Provide personalized financial advice and solutions.

1. Sales and Business Development:

• Cross-sell a range of banking and investment products to NRI clients.
• Achieve sales targets and revenue goals.
• Identify opportunities for new business development.

1. Portfolio Management:

• Manage NRI client portfolios effectively.
• Monitor investment performance and provide regular updates to clients.
• Ensure compliance with regulatory requirements.

1. Risk Management:

• Assess and mitigate risks related to NRI client portfolios.
• Stay updated on market trends and economic developments affecting NRI clients.
• Implement risk management strategies.

1. Customer Service:

• Address client queries and concerns promptly.
• Provide excellent customer service to enhance client satisfaction.
• Ensure a smooth and efficient banking experience for NRI clients.

1. Compliance and Documentation:

• Ensure all KYC (Know Your Customer) and regulatory requirements are met.
• Maintain accurate records and documentation for NRI clients.
• Adhere to all internal policies and procedures.

1. Collaboration:

• Work closely with internal teams such as Investment Advisors, Wealth Managers, and Product Specialists.
• Collaborate with other departments to meet client needs effectively.