NRI Client Acquisition Specialist

4 days ago

Thāne, Maharashtra, India beBeeRelationship Full time ₹ 30,00,000 - ₹ 60,00,000

**Job Title:** Relationship Manager

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  • Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
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  • Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options.
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  • Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty.
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  • Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
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  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
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  • Participate in NRI client acquisition drives, events, and outreach programs as needed.
", "Required Qualifications:", "
  • 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.
", "Required Skills:", "
  • Knowledge of NRI financial regulations and products
  • Client engagement and relationship management
  • Customer interaction and communication
", "Benefits:", "
  • Learning, collaborative and cordial environment.
  • Work-life integrated culture.
  • Career progression plan aligned with company goals.
  • Opportunity to directly interact with management and work under their mentorship.
  • Feel valued and appreciated for your contributions to the organization.
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Interested candidates can share resumes. You may also call or whatsapp us at a specified number.

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Regards,

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Gulista Shaikh

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