
Senior Client Advisor
2 weeks ago
About This Opportunity
This role is responsible for managing a portfolio of NRI clients, understanding their banking and investment needs.
Responsibilities include:
- Serving as the primary point of contact for NRI clients
- Providing insights on financial products including NRI accounts, deposits, mutual funds, insurance, and investment options
- Maintaining proactive communication with clients through calls, emails, and virtual meetings to foster engagement and loyalty
- Identifying opportunities for cross-selling and up-selling financial products based on client profiles and goals
- Collaborating with internal teams to ensure seamless processing of client requests and resolution of issues
- Participating in NRI client acquisition drives, events, and outreach programs as needed
Qualifications:
- Bachelor's degree in a relevant field
- Minimum 2 years of experience in NRI banking, wealth management, or financial services
- In-depth knowledge of financial products relevant to NRI clients
- Excellent client engagement and customer service skills
- Strong interpersonal and communication skills
Key Skills:
- Knowledge of NRI financial regulations and products
- Client relationship management and engagement
- Customer interaction and communication
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