Personal Banking Manager

Ovii's Interpretation of the Role

The Personal Banking Manager will own end‑to‑end relationships with NRI customers, translating complex cross‑border regulations into clear guidance and driving adoption of Aspora’s banking products. This role sits at the intersection of customer experience and product thinking, feeding insights directly into product development.

Role Snapshot

• Own end‑to‑end NRI customer relationships
• Advise on FEMA, tax and cross‑border banking regulations
• Drive adoption of NRI banking products
• Resolve KYC, account and transaction issues independently
• Translate customer friction into product improvements
• Maintain detailed CRM records and internal playbooks

Must-Have Requirements

• Customer‑facing experience in banking, fintech, financial services or high‑touch customer success
• Strong understanding of financial products
• Clear written and verbal communication in English
• High ownership mindset – treat customer problems as your own
• Ability to operate without a script and improvise when needed
• Comfort with regulatory and compliance complexity
• customer‑facing banking/fintech experience

Nice-to-Have Signals

• NRI banking knowledge (plus)
• Additional Indian languages (Hindi, Tamil, Telugu, or others)
• Experience in a startup or early‑stage environment
• NRI banking knowledge
• startup environment experience
• banking
• fintech
• financial services

Work Setup

• Location: Bangalore, India
• Work mode: ONSITE
• Employment type: Full-Time

Not Specified in JD

• Visa sponsorship
• Salary range
• Remote eligibility
• Education requirement
• Certifications
• Relocation
• Notice period
• Travel
• Security clearance
• Coding test
• Portfolio
• GitHub
• Writing sample
• Cover letter

What You'll Likely Work On

• Own the full lifecycle of a book of NRI customers, from onboarding to ongoing advisory and retention
• Explain complex regulatory and tax implications in plain language to help customers choose the right account structures
• Handle account, KYC, transaction and documentation issues from first contact to confirmed resolution without handoffs
• Identify recurring friction patterns and feed actionable recommendations to product and operations teams
• Build and keep detailed CRM records and contribute to internal playbooks that improve team performance

Good Fit If You Have

• Thrives in a high‑ownership, script‑free environment
• Comfortable discussing complex financial topics under pressure
• Curious about fintech and eager to learn NRI banking nuances
• Able to translate regulatory complexity into simple guidance
• Startup or early‑stage experience is a plus