
NRI Portfolio Manager
2 days ago
We are seeking an experienced professional to manage a portfolio of NRI clients, understand their banking and investment needs, and provide insights on financial products.
Key Responsibilities:
- Act as the primary point of contact for NRI clients
- Provide expertise on financial products including NRI accounts, deposits, mutual funds, insurance, and investment options
- Maintain proactive communication with clients through calls, emails, and virtual meetings
- 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
Requirements:
- Bachelor's degree
- 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
Working Environment:
- A collaborative work environment where employees can learn and grow
- A career progression plan aligned with company goals
- The opportunity to interact directly with management and work under their mentorship
We offer competitive compensation and opportunities for growth and development.
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