
NRI Banking Liaison
4 days ago
We are seeking a skilled Client Relationship Specialist to join our organization. The successful candidate will be responsible for establishing and maintaining strong relationships with NRI clients, understanding their banking and investment needs.
About the RoleThe Client Relationship Specialist will serve as the primary point of contact for a portfolio of NRI clients, providing inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance, and investment options.
- 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.
- Participate in NRI client acquisition drives, events, and outreach programs as needed.
- 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.
- Strong interpersonal and communication skills.
As a Client Relationship Specialist, you will have the opportunity to work in a dynamic and collaborative environment, with a focus on career progression and professional development.
What We Offer- A learning, collaborative, and cordial environment.
- A work-life integrated culture.
- Career progression plan aligned with organizational goals.
- An opportunity to directly interact with management and work under their mentorship.
Interested candidates should possess excellent communication and interpersonal skills, with a strong ability to build and maintain relationships with clients.
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