
NRI Portfolio Manager
1 day ago
About Our Opportunity
We are seeking a Relationship Manager to join our team at Anlage Infotech India P Ltd.
The successful candidate will be responsible for acting as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
Key Responsibilities:
- Provide inputs 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 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.
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.
This is an exciting opportunity to work in a learning environment. As a Relationship Manager, you will have the chance to directly interact with management and work under their mentorship.
You will feel valued and appreciated for your contributions to the organization.
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