
NRI Client Development Specialist
5 days ago
We are seeking a skilled NRI Relationship Manager to take on the challenge of cultivating strong client relationships and providing exceptional banking and investment solutions.
About the Role:
- Act as the primary point of contact for a portfolio of NRI clients, understanding their unique financial needs and preferences.
- Deliver expert advice on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance, and investment options.
- Maintain proactive communication with clients through regular calls, emails, and virtual meetings to foster engagement, trust, and loyalty.
- Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
- Collaborate closely with internal teams to ensure seamless processing of client requests and resolution of issues.
- Participate in NRI client acquisition drives, events, and outreach programs to drive business growth.
Requirements:
- Bachelor's degree
- A minimum 2 years of experience in NRI banking, wealth management, or financial services
- Strong knowledge of financial regulations and products relevant to NRI clients
- Excellent client engagement and customer service skills
- Strong interpersonal and communication skills
Work Environment:
- A dynamic, collaborative, and supportive work environment
- A culture that values work-life integration and career progression
- An opportunity to interact directly with senior management and receive mentorship
- A chance to make a meaningful impact on the organization and contribute to its success
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