Advisor- Nri Desk

7 months ago

Mumbai Maharashtra, India Clini launch Business Solutions Full time

Description

We are currently seeking a highly motivated and dynamic individual to join our team as an Advisor - NRI Desk. As an Advisor, you will play a key role in providing exceptional service and support to our Non-Resident Indian (NRI) clients. Your excellent interpersonal skills, in-depth knowledge of NRI banking, and ability to adapt to changing customer needs will be critical to your success in this role.

**Responsibilities**:

- Act as the main point of contact for NRI clients, providing them with timely and accurate information about our products and services
- Assist NRI clients in opening and managing their accounts, ensuring all required documentation is completed accurately and in compliance with regulatory requirements
- Proactively identify and address any issues or concerns raised by NRI clients, escalating to the appropriate internal teams as needed
- Provide guidance to NRI clients on various banking transactions, including fund transfers, investments, and foreign exchange
- Stay up-to-date with the latest regulatory changes and industry trends related to NRI banking, and ensure compliance with all applicable regulations
- Collaborate with internal teams to develop and implement strategies to attract and retain NRI clients, and enhance their overall banking experience
- Conduct periodic reviews of NRI client accounts to identify opportunities for cross-selling and upselling our products and services

**Requirements**:

- Bachelor's degree in finance, business, or a related field
- Minimum of 3 years of experience in NRI banking or wealth management
- Strong knowledge of NRI banking products and services, including NRE/NRO accounts, NRI loans, and investment options
- Excellent communication and interpersonal skills, with the ability to establish rapport with NRI clients and deliver exceptional customer service
- Proven track record of meeting and exceeding sales targets
- Strong analytical and problem-solving skills, with the ability to identify opportunities and drive results
- Ability to work independently and as part of a team in a fast-paced and dynamic environment

**Salary**: ₹1,574,061.45 - ₹3,000,000.00 per year

Schedule:

- Day shift
- Morning shift

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Mumbai, Maharashtra (required)

Ability to Relocate:

- Mumbai, Maharashtra: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 9629037694

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