
Senior Client Relations Specialist
5 days ago
We are looking for a skilled Relationship Manager to fill this exciting role.
Key Responsibilities:
- Act as the primary point of contact for a portfolio of clients, understanding their banking and investment needs.
- Provide inputs on financial products such as 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.
- Participate in client acquisition drives, events and outreach programs as needed.
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 financial regulations and products
- Client engagement and relationship management
- Customer interaction and communication
This is an opportunity to contribute to the growth and success of our organization. If you have the skills and passion for delivering exceptional service, we encourage you to apply.
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