NRI Sales

3 weeks ago


Chennai Bengaluru Pune, India Response Informatics Full time
Job Description

Responsibilities:

- Client Acquisition: Identify and acquire potential NRI clients by leveraging various channels such as referrals, networking events, seminars, and online platforms.
- Relationship Management: Build and maintain strong relationships with existing NRI clients by understanding their financial goals, investment preferences, and risk tolerance.
- Product Knowledge: Stay updated on a wide range of financial products and services tailored to the needs of NRI clients, including investment options, insurance policies, real estate opportunities, and banking services.
- Consultative Selling: Offer personalized advice and recommendations to NRI clients based on their financial objectives, risk appetite, and time horizon.
- Cross-Selling and Upselling: Identify opportunities to cross-sell and upsell relevant products and services to NRI clients based on their current portfolio and evolving needs.
- Compliance and Regulatory Requirements: Ensure compliance with regulatory guidelines and policies governing the sale of financial products and services to NRI clients, including KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations.
- Market Research: Stay informed about market trends, economic developments, and regulatory changes that may impact NRI investments and financial planning strategies.
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