NRI Client Relationship Specialist

19 hours ago


Tiruppur, Tamil Nadu, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 60,00,000

About Our Business Development Role

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As a key member of our team, you will play a vital part in fostering strong relationships with NRI clients. This role requires the ability to act as the primary point of contact for a portfolio of clients, understanding their banking and investment needs.

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You will provide expert inputs on financial products including NRI accounts, deposits, mutual funds, insurance, and investment options. Additionally, you will maintain proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty.

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To be successful in this position, you must identify opportunities for cross-selling and up-selling financial products based on client profiles and goals. You will also collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.

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Key Responsibilities:

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  • Act as the primary point of contact for a portfolio of NRI clients.">
  • Provide expert inputs on financial products relevant to NRI clients.">
  • Maintain proactive communication with clients.">
  • Identify opportunities for cross-selling and up-selling financial products.">
  • Collaborate with internal teams to ensure seamless processing of client requests.">
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Required Qualifications:

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  • 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.">
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Essential Skills:

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  • Knowledge of NRI financial regulations and products.">
  • Client engagement and relationship management.">
  • Customer interaction and communication.">
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We Offer:

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  • A dynamic learning environment that fosters growth and development.">
  • A collaborative culture that values teamwork and open communication.">
  • Career progression opportunities aligned with company goals.">
  • The chance to interact directly with senior management and work under their mentorship.">
  • Recognition and appreciation for your contributions to the organization.">
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