Relationship Manager - NRI and HNI Clients

We are seeking a dedicated and experienced Relationship Manager to join our team, focusing on NRI (Non-Resident Indian) and HNI (High Net-worth Individual) clients. The ideal candidate will be responsible for managing client portfolios, facilitating account openings, and driving CASA (Current Account and Savings Account) sales. This role requires a proactive approach to client engagement and a deep understanding of the financial needs of high-value clients. Key Responsibilities: - Develop and maintain strong relationships with NRI and HNI clients, ensuring their financial needs are met and exceeded. - Facilitate account opening processes and provide guidance on various banking products and services. - Drive sales of CASA products through effective field sales strategies and client interactions. - Manage client portfolios, ensuring optimal performance and satisfaction. - Collaborate with internal teams to deliver tailored financial solutions to clients. - Stay updated on industry trends, regulations (including IRDA and NISM), and market conditions to provide informed advice to clients. Required Skills: - Proven experience in account opening and CASA sales. - Strong background in field sales and portfolio management. - Familiarity with the financial needs of NRI and HNI clients. - Knowledge of relevant regulations and certifications (IRDA, NISM). - Excellent communication and interpersonal skills. - Ability to work independently and as part of a team. If you are passionate about building relationships and have a strong sales acumen, we invite you to apply for this exciting opportunity to make a significant impact in the financial services sector.