NRI Relationship Manager

4 days ago

Navi Mumbai, Maharashtra, India Ventura Securities Full time ₹ 9,00,000 - ₹ 12,00,000 per year

About the Company:

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent.

Join us if you like:

  • 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.
  • Participate in NRI 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.

Key Skills:

  • Knowledge of NRI financial regulations and products
  • Client engagement and relationship management
  • Customer interaction and communication

What you get:

  • A learning, collaborative, and cordial environment.
  • A work-life integrated culture.
  • Career progression plan aligned with company goals.
  • An opportunity to directly interact with management and work under their mentorship.
  • To feel valued and appreciated for your contributions to the organization.

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