Financial Markets Specialist

5 days ago


Gandhinagar, Gujarat, India Riverforest Connections Private Limited Full time
Key Responsibilities
  • 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.
Candidate Profile

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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