Ramkumar C
Empowering NRIs with Tailored Wealth Solutions | Sr. NRI Relationship Manager – IDFC FIRST Wealth | 10+ Yrs in Banking | Banking & Financial Advisor |IRDA & AMFI Certified | Wealth & Portfolio Management Specialist |
- Role
- Senior Manager at IDFC FIRST Bank
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Ramkumar C
Experienced and certified financial professional with 10+ years in the banking and…
Experience
Senior Manager
Sep 2023 — Present · Chennai, IN
Roles & Responsibilities:Manage and grow a portfolio of Non-Resident Indian (NRI) clients, offering customized financial solutions across banking, investment, and insurance products.Conduct regular portfolio reviews, assess risk profiles, and recommend suitable investment avenues such as mutual funds, fixed deposits, and insurance plans.Ensure seamless onboarding and KYC compliance for new NRI customers in adherence to RBI and bank guidelines.Collaborate with cross-functional teams including wealth, forex, and operations to deliver end-to-end client service.Drive cross-selling and up-selling initiatives across banking products to increase wallet share and deepen client engagement.Leverage CRM tools and data insights to track client activity, identify opportunities, and proactively manage relationships.Maintain high levels of client satisfaction and retention by delivering timely, accurate, and relationship-driven financial support.Stay updated with global NRI market trends, taxation policies, and investment frameworks to offer informed guidance.
Education
Anna University
Bachelor of Engineering
University of Madras
Master of Business Administration
Martin Luther Christian University, Shillong
Diploma of Education
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