Acquire new NRI / HNI customers through referrals, market activities, and lead generation initiatives
Manage and grow the existing portfolio of NRI / HNI clients to achieve revenue and liability growth targets
Facilitate NRI account opening and onboarding processes with accuracy and compliance
Cross-sell wealth management, investment, and third-party products (e.g., insurance, mutual funds, fixed deposits)
Conduct periodic client meetings to review financial needs, product suitability, and relationship satisfaction
Ensure compliance with KYC / AML guidelines and all internal banking policies
Maintain high levels of customer retention and satisfaction through personalized relationship management
Coordinate with product and service teams to ensure seamless service delivery to clients
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