Financial Markets Specialist
5 days ago
- Identify existing clients requiring alternative investment avenues and onboard them into suitable programs.
- Acquire new clients meeting product criteria and flag them on the system.
- Regularly interact with clients to build rapport and understand their profiles.
- Monitor inward remittances, foreign currency cheque realization, and contact 15 unique clients daily for sales calls.
- Handle service requests for NR HNW clients and ensure certification of documentation required for opening and maintaining customer accounts.
- Follow NR Desk-related processes, such as Day Plan Fee Plan and other processes notified from time to time.
- Ensure optimal income-generating product group holding and enhance clients' CTG level to achieve customer group profitability.
- Deliver quality customer service, resolve queries and complaints within the bank's specified TAT, and keep clients updated on program features and regulatory changes.
Graduate/Post-graduate with 3 years of experience in alternative investment inward remittances, possessing knowledge of product group holding and dealing with NR/NRI/Wealth clients.
Strong knowledge of treasury and forex products, sales, relationship management, portfolio management, income generation, customer service, and complaint management skills are essential.
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Marketing Specialist
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Digital Marketing Strategist
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Content Specialist
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