Relationship manager

3 weeks ago

Thane, India Anlage Infotech Full time

Hi Folks, We're Hiring for a Leading Stock Broking Company based in Thane location. PLEASE NOTE: PLEASE APPLY ONLY IF YOU ARE FROM THE BROKING INDUSTRY (WE ARE NOT CONSIDERING BANKING INDUSTRY FOR THE ROLE) About the Company Company Name- Confidential (Connect for more) About the Role Job Position – NRI Services Location- Thane Required Experience- 1.5 years-5 years Responsibilities Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs. Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options. Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty. Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals. Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues. Participate in NRI client acquisition drives, events, and outreach programs as needed. Qualifications Bachelor's degree A minimum 2 years of experience in NRI banking, wealth management or financial services. Strong knowledge of financial products relevant to NRI clients. Excellent client engagement and customer service skills. Strong interpersonal and communication skills. Required Skills Knowledge of NRI financial regulations and products Client engagement and relationship management Customer interaction and communication Pay range and compensation package UPTO 6 LPA A learning, collaborative, and cordial environment. A work-life integrated culture. Career progression plan aligned with company goals. An opportunity to directly interact with management and work under their mentorship. To feel valued and appreciated for your contributions to the organization. Interested candidates can share resumes at Also, can call/ whatsapp at Regards, Gulista Shaikh

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