Senior Portfolio Manager

1 day ago

Bhavnagar, Gujarat, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000
NRI Services Relationship Manager

We are seeking a highly skilled professional to manage a portfolio of Non-Resident Indian (NRI) clients, understanding their banking and investment needs.

Key Responsibilities:

  • Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
  • Provide inputs on various financial products including NRI accounts, deposits, mutual funds, insurance, and investment options.
  • Maintain proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty.
  • Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
  • Participate in NRI client acquisition drives, events, and outreach programs as needed.

Requirements:

  • Bachelor's degree
  • A minimum 2 years of experience in NRI banking, wealth management, or financial services.
  • Strong knowledge of financial products relevant to NRI clients.
  • Excellent client engagement and customer service skills.
  • Strong interpersonal and communication skills.

Benefits:

  • A learning, collaborative, and cordial work environment.
  • A work-life integrated culture.
  • Career progression aligned with company objectives.
  • An opportunity to interact directly with management and work under their mentorship.
  • To feel valued and appreciated for your contributions.

This is an exciting opportunity for a motivated individual to contribute to the success of our organization.

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