
Client Associate
2 days ago
About this Role
We are seeking a seasoned Client Associate to join our team. The ideal candidate will have a strong background in NRI banking and financial services.
Job Description:
The successful candidate will be responsible for managing client relationships, understanding their banking and investment needs, and providing expert advice on a wide range of financial products.
- Act as the primary point of contact for a portfolio of clients, building strong rapport and trust through regular communication.
- Provide personalized service, offering tailored solutions to meet clients' unique goals and objectives.
- Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
Qualifications and Skills:
To excel in this role, you will need:
- Bachelor's degree in a relevant field
- 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
What We Offer:
- A dynamic work environment that fosters growth and learning
- A competitive compensation package and benefits
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