
Client Relationship Advocate
1 day ago
We are seeking a seasoned professional to fill the role of Client Relationship Advocate. As a Client Relationship Advocate, you will play a pivotal role in nurturing and maintaining strong relationships with our Non-Resident Indian (NRI) clients.
The ideal candidate will possess a minimum of 1.5 years to 5 years of experience in the broking industry, specifically in NRI banking, wealth management or financial services.
Key responsibilities include:
- Serving as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
- Providing expert inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options.
- Maintaining proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty.
- Identifying opportunities for cross-selling and up-selling financial products based on client profiles and goals.
- Collaborating with internal teams to ensure seamless processing of client requests and resolution of issues.
- Participating in NRI client acquisition drives, events, and outreach programs as needed.
To succeed in this role, you must have:
- A bachelor's degree
- Strong knowledge of financial products relevant to NRI clients
- Excellent client engagement and customer service skills
- Strong interpersonal and communication skills
We offer a learning, collaborative and cordial environment, a work-life integrated culture, career progression plan aligned with company goals, an opportunity to directly interact with management and work under their mentorship, and a chance to feel valued and appreciated for your contributions to the organization.
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