Senior Financial Advisor

2 days ago


Kollam, Kerala, India beBeeNri Full time ₹ 30,00,000 - ₹ 60,00,000
NRI Relationship Manager Job Description

Our company seeks a skilled NRI Relationship Manager to join our team.

  • Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
  • Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance, and investment options.
  • Maintain proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty.
  • 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.
Required Skills and Qualifications
  • Bachelor's degree in finance or a related field.
  • 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.
Benefits
  • Learning and collaborative work environment.
  • Career progression plan aligned with company goals.
  • Opportunity to directly interact with management.
  • Work-life integrated culture.


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