•Own the end-to-end customer relationship for a book of NRI customers: from onboarding through ongoing advisory and retention
•Drive adoption of NRI banking products by translating regulatory complexity (FEMA, tax implications, account structures) into plain, confident guidance
•Resolve account, KYC, transaction, and documentation issues independently: first contact to confirmed resolution, no handoffs
•Identify recurring friction patterns across your customer interactions and translate them into specific product and process improvement recommendations
•Build and maintain detailed CRM records and contribute to internal playbooks that make the whole team sharper
WHAT WE'RE LOOKING FOR
•Experience in a customer-facing role in banking, fintech, financial services, or high-touch customer success
•Strong understanding of financial products; ability to explain them simply — NRI banking knowledge is a plus, curiosity is a requirement
•High ownership mindset: you treat a customer's problem as yours until it is solved
•Ability to operate without a script — you diagnose, improvise, and escalate with full context when needed
•Comfortable with regulatory and compliance complexity; you don't shy away from hard conversations
•Clear written and verbal communication in English; able to hold nuanced conversations about money with customers under stress