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Global Financial Relationship Expert

2 weeks ago


Kollam Thiruvananthapuram Trivandrum Thrissur, India I Mates Consultants Full time

We are looking for a Global Financial Relationship Expert to join our team at I Mates Consultants. As a key member of our team, you will be responsible for developing and maintaining relationships with Non-Resident Indian clients, providing them with expert financial advice and tailored solutions.

The ideal candidate will have a Bachelor's degree in Finance, Business Administration, or a related field, as well as 3-10 years of experience in banking or financial services, specifically dealing with NRI clients.

Key Responsibilities:
  • Develop and implement strategies to attract and retain Non-Resident Indian clients.
  • Provide expert financial advice and guidance to clients on NRI banking products and services.
  • Manage relationships with internal teams to ensure seamless service delivery and resolution of client queries.
  • Conduct regular reviews of client portfolios to ensure they are aligned with their financial goals and objectives.