Advisor-nri Desk

7 months ago

Mumbai Maharashtra, India Clini launch Research Institute Full time

We are seeking a highly skilled and motivated Advisor-NRI Desk to join our Financial Services team. As an Advisor-NRI Desk, you will be responsible for providing personalized financial solutions and strategic advice to Non-Resident Indians (NRIs). In this critical role, you will leverage your expertise in financial planning and advisory services to help our NRI clients achieve their financial goals while ensuring compliance with all relevant regulations.

**Responsibilities**:

- Provide comprehensive financial planning and advisory services to NRI clients
- Assist clients in identifying and achieving their financial goals
- Develop personalized investment strategies based on clients' risk tolerance and financial objectives
- Stay up-to-date with global financial markets and provide insights and recommendations to clients
- Conduct thorough financial analysis and prepare investment proposals
- Collaborate with internal teams to ensure timely execution of client transactions and requests
- Maintain accurate and up-to-date client records and documentation

**Requirements**:

- Bachelor's degree in Finance or a related field
- Minimum of [X] years of experience in financial planning and advisory services
- Proven track record of success in managing NRI client relationships
- Strong knowledge of global financial markets and investment products
- Excellent interpersonal and communication skills
- Ability to work effectively in a fast-paced and dynamic environment
- Strong attention to detail and problem-solving skills
- Proficiency in relevant software and tools, such as CRM systems and financial planning software

**Job Types**: Full-time, Permanent

**Salary**: Up to ₹3,000,000.00 per year

Schedule:

- Day shift
- Monday to Friday
- 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 8904382277

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