NRI Relationship Manager

4 days ago

Ahmedabad Vadodara, India Geojit Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Essential Duties and Responsibilities:

  • Expand the NRI customer base by actively prospecting for new NRI clients through diverse methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc., appointment scheduling, and harnessing references/leads.
  • Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio Management Services (PMS), Smartfolios and any other products which may be launched in the future based on the needs of the customer for the target market segment (NRI).
  • Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
  • Ensure the maintenance and growth of Assets under Management (AUM) of the acquired clients.
  • Maintain consistent communication with clients acquired by him/her via telephone calls and inperson meetings.
  • Educate potential prospects about the company, its products, and services.
  • Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
  • Assist clients with investment application forms and guide them through the completion process.
  • Assist branches with documentation required for account opening, transactions, and regulatory compliance as per Indian and international financial laws (such as FATCA, KYC norms, etc.) for NRI clients.
  • Assist the branches exclusively on matters related to NRIs
  • Deliver after-sales service, conduct follow-ups, and ensure client retention.
  • Prepare acquisition reports and submit them to the reporting officer.
  • Make prompt entries in CRM and / or back office of the businesses / activities done.

  • Nri Relationship Manager

    10 hours ago

    Ahmedabad, Rajkot, Vadodara, India TalentAhead Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesKey Responsibilities:Develop and maintain relationships with NRI customers, providing them with exceptional service and supportIdentify and acquire new NRI customers through various channels such as referrals, networking, and marketing initiativesUnderstand the financial needs and goals of NRI customers and provide them with customized...

  • Nri Relationship Manager

    19 hours ago

    Ahmedabad, Gujarat, India Ashutosh Financial Services Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Engage with NRI clients for investment, insurance & tax needs.Coordinate with HO for NRI documentation.Support NRI business activities & strategies.Travel for client meetings & coordination.Strong communication & relationship skills.

  • Relationship Manager/ Senior Relationship Manager NRI Desk

    2 weeks ago

    Thiruvananthapuram / Trivandrum, Vadodara, India Quick Turtle Full time

    Job Description - Relationship Manager Senior Relationship Manager NRI Desk, Equity Broking - Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. - Acquiring...

  • NRI- Relationship Manager

    3 days ago

    Vadodara, Gujarat, India ACURA SOLUTIONS LTD Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role/ Job Title:NRI - Relationship ManagerFunction/ Department:Elite BankerJob PurposeTeam Leadership and ManagementCustomer AcquisitionRelationship ManagementPerformance Monitoring and ReportingCompliance and Risk ManagementTake ownership of driving RMs across Shifts which correspond to global time zones as per business requirement- US/Canada. EURO/UK, ASIA...

  • Relationship Manager

    2 weeks ago

    Vadodara, Ahmedabad, Kolkata, India Quick Turtle Full time

    Job Description 1) Responsible for Handling NRI HNI Clients 2) Achieving the Business target assigned in Terms of, generating revenue through Equity Broking and other Investment Products, acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs...

  • Client Relationship Executive- Nri Services

    22 hours ago

    Ahmedabad, Gujarat, India Skillgenic Full time

    **Job Title**: Client Relationship Executive - NRI Services **Location**: Ahmedabad **Experience**: 2-3 Years **Working Hours**: - Monday to Friday: 10:00 AM to 7:00 PM (1-hour lunch break) - Saturday: Half Day - **Age Range**:27-35 Years **Job Summary**: **Key Responsibilities**: - Engage with NRI clients to understand and fulfill their financial and...

  • Client Relationship Executive Nri Services

    5 days ago

    Prahlad Nagar, Ahmedabad, Gujarat, India Skillgenic Full time

    **Profile** - Client Relationship Executive (NRI Services) **Location** - Prahlad Nagar, Ahmedabad, Gujrat **Salary** - 20000/- to 30000/ - **Experience** - 1 - 2yr & knowledge of BSFI ( Banking Financial services and insurance) **Education** - Graduation **Working Hours**: - 10pm - 7pm **Gender**: - Any **Age** - 26 to 35 **Working Profile** -...

  • RM / Senior RM NRI Desk, Equity Broking

    2 weeks ago

    Vadodara, India Quick Turtle Full time

    Job Description Responsibilities: - Handling NRI Clients and Achieving Revenue: - Manage NRI clients and achieve revenue through broking of Equity, Derivatives, Commodity, Currency, and cross-sell products like Mutual Funds, PMS, and AIFs to existing acquired NRI clients from Dubai and other offshore locations. - Client Acquisition and Relationship...

  • Client Relationship Executive,insurance

    1 week ago

    Prahlad Nagar, Ahmedabad, Gujarat, India SkillGenic Academy Full time

    Designation: Client Relationship Executive - NRI Services No. of Vacancy: 2 Post Work Profile: Maintaining relationship with NRI Clients by offering them services and reporting to Head office. Location: Ahmedabad Salary: 25,000/- to 35,000/- + Incentive Experience: 1 to 2 years & knowledge of BFSI is preferable Education: Graduate min. Working hours:...

  • VP/ AVP

    2 weeks ago

    Ahmedabad, Hyderabad, Kolkata, India Quick Turtle Full time

    Job Description VP/AVP/BM - NRI Desk QuickTurtle is seeking an accomplished and results-oriented VP/AVP/BM for our NRI Desk. In this leadership role, you'll be responsible for driving revenue targets, building and managing a high-performing team of NRI Relationship Managers, and expanding our presence with clients in Dubai and other offshore locations across...