
Building Client Relationships
4 days ago
We are seeking a seasoned Client Liaison to foster strong relationships with our clients.
The ideal candidate will possess a deep understanding of NRI financial regulations and products, as well as excellent communication and interpersonal skills.
Key Responsibilities:
- Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
- Provide insights on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options.
- Maintain proactive communication with clients through calls, emails and virtual meetings to build trust 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.
Qualifications:
- 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 communication and interpersonal skills.
Required Skills:
- Knowledge of NRI financial regulations and products
- Client engagement and relationship management
- Communication and interpersonal skills
We Offer:
- A learning, collaborative, and supportive work environment.
- A career progression plan aligned with company goals.
- An opportunity to directly interact with management and work under their mentorship.
- To feel valued and appreciated for your contributions to the organization.
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