About the role
AI summarisedSenior Vice President and Relationship Manager for the NRI market in Private Banking at a major bank. Responsible for managing and growing a portfolio of high-net-worth non-resident Indian clients, providing wealth management and banking solutions.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth NRI clients
- Provide tailored wealth management and investment advisory services
- Acquire new clients through networking and referrals
- Cross-sell banking products including deposits, loans, and investment products
- Ensure compliance with AML/KYC and regulatory requirements
- Monitor client portfolios and provide regular performance reviews
- Collaborate with internal teams to deliver seamless client service
- Develop and execute business plans to achieve revenue targets
Requirements
- Minimum 10 years of experience in private banking or wealth management
- Strong knowledge of NRI market and regulatory environment
- Proven track record in client acquisition and relationship management
- Excellent communication and interpersonal skills
- Degree in Finance, Business, or related field
- Professional certifications such as CFA or CFP preferred
- Deep understanding of investment products and financial markets
- Ability to analyze credit and assess risk
- Fluent in English and Hindi or other Indian languages
- Strong compliance and ethical standards