NRI Relationship Professional

10 hours ago


Davangere, Karnataka, India beBeeNri Full time ₹ 40,00,000 - ₹ 60,00,000
Job Description

We are seeking a seasoned professional to assume the role of NRI Relationship Manager at our esteemed organization.

The ideal candidate will possess a strong background in NRI banking, wealth management or financial services, coupled with exceptional client engagement and customer service skills.

The successful incumbent will be responsible for fostering meaningful relationships with clients, providing expert guidance on financial products, and collaborating with internal teams to ensure seamless service delivery.

In addition, they will identify opportunities for cross-selling and up-selling relevant financial products, based on client profiles and goals.

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 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

To be considered for this role, applicants must possess the following qualifications:

  • Bachelor's degree in a relevant field.
  • A minimum of 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

This is an excellent opportunity to work with a leading organization and grow your career in a dynamic and supportive environment.

You will have the chance to develop your skills and expertise in a fast-paced industry, while contributing to the success of our team.

In addition, you will enjoy a competitive compensation package, along with opportunities for professional growth and development.

About This Role

This is a fantastic opportunity to join our team and make a meaningful contribution to our organization's success.

If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.



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