A Relationship Manager for Non-Resident (NR) Business is responsible for building and managing relationships with Non-Resident Indian (NRI) clients, focusing on acquiring new clients and serving existing ones to meet revenue targets. Key duties include providing financial solutions for their needs, cross-selling banking products, and resolving client issues to ensure high satisfaction and retention.
Core responsibilities
- Client acquisition and retention : Acquiring new NRI clients through referrals and other channels, as well as maintaining strong relationships with existing clients.
- Financial solutions : Providing tailored financial and investment solutions to meet client needs, such as asset products, loans, and wealth management.
- Revenue generation : Meeting assigned revenue and sales targets by cross-selling products and services.
- Client servicing : Serving as the main point of contact for clients, resolving queries, managing issues, and ensuring a positive customer experience.
- Relationship management : Proactively engaging with clients through calls and emails, sharing insights on market trends, and tracking their financial activities.
- Internal coordination : Working with other departments to provide seamless service and fulfill client needs.
Key skills and qualifications
Experience : Previous experience in customer service, sales, or account management is often required.Communication : Strong verbal and written communication skills are essential for client interaction.Sales and negotiation : Ability to identify opportunities and negotiate effectively to meet sales targets.Problem-solving : Capacity to resolve client issues and manage conflicts.Analytical skills : Ability to analyze data and market trends to make informed decisions.Financial knowledge : Understanding of financial products and markets to provide appropriate solutions.Skills Required
Client Acquisition, Revenue Generation, Client Servicing, Client Relationship Management, Market Analysis, Data Analysis