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5 days ago
At the forefront of our team, you will assume a pivotal role in fostering strong relationships with clients across diverse geographies. Acting as the primary point of contact, you will be entrusted with understanding their multifaceted banking and investment needs, while providing expert counsel on a comprehensive range of financial products.
About the RoleThe ideal candidate will possess a bachelor's degree and a minimum of two years of experience in NRI banking, wealth management, or financial services. A robust understanding of financial products catering to NRI clients is essential, complemented by exceptional interpersonal and customer service skills.
- Key Responsibilities:
- Establish and maintain proactive communication channels with clients through regular calls, emails, and virtual meetings
- Deliver insightful inputs on an array of financial products, aligning with clients' evolving needs
- Identify opportunities for cross-selling and up-selling financial products, driving business growth and revenue expansion
- Collaborate seamlessly with internal teams to ensure efficient processing of client requests and timely resolution of issues
Benefits: Enjoy a dynamic work environment that fosters collaboration, innovation, and career advancement, while leveraging opportunities for direct interaction with senior leadership.
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