NRI Relationship Manager Job in Unidus @ Unidus Services

Job Description

Company Description:

Axis Bank is India's third-largest private sector bank, providing comprehensive financial services across Large & Mid-Corporates, MSMEs, Agriculture, and Retail segments. With a strong domestic presence of 5,000 branches, the bank also operates internationally.



Key Responsibilities:

• NRI Customer Relationship Management: Provide tailored financial solutions while maintaining high service standards and complete customer profiles, including risk assessment and demographics.
• Portfolio Growth & Cross-Selling: Deepen relationships by cross-selling bank and third-party investment products to enhance wallet share and product penetration.
• Customer Engagement & Acquisition: Maintain relationships through regular communication, identify potential clients, and acquire new customers via referrals, brokers, and overseas networks.
• Account Monitoring & Compliance: Track NRI account inflows/outflows, monitor visits to India, and ensure adherence to KYC/SEBI regulations.
• Performance & Reporting: Achieve assigned targets, track customer interactions via CRM, and stay updated on market trends, interest rates, and exchange rate fluctuations.

Qualifications and Requirements:

 

• Must have a Graduation or Post-Graduation degree.
• A minimum of 4-5 years of experience in Portfolio Management, HNW Banking, or Wealth Management of NRI clients is required.
• Preferred certifications include AMFI, IRDA, and NCFM.

 

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   business development customer relationship sales international sales relationship management cross selling international business development international business banking sales banking