Job Overview
As a NR Relationship Manager he will be primarily responsible for providing financial solutions to meet the requirements of the NRI customers of the bank. He/She will be responsible for acquisition of new NRI customers through referrals from existing customers,overseas branches, stock brokers, etc .. He/She will be responsible to maintain the existing customer relationship by providing them superior quality services and provide them best investment solutions according to the customer's needs.
1) Develop and maintain relationships with clients to ensure their satisfaction with the services provided.
2) Analyze client portfolios and recommend appropriate investment strategies.
3) Monitor market trends and provide timely advice to clients.
4) Develop and implement customised investment plans for clients.
5) Research and analyze financial products and services to identify suitable options for clients.
6) Prepare and present financial reports to clients.
7) Provide clients with timely updates on their investments.
8) Assist clients in understanding the risks and rewards associated with their investments.
9) Respond to client inquiries and provide guidance on financial matters.
10) Stay up-to-date on industry trends and regulations.
Looking for Skilled Candidates with good communication skills handling the Portfoilio of HNI / Corporate /NRI clients for multiple products from Banks, Securities Insurance or other BFSI . Candidates having experience in NRI portfolio management or wealth management companies will be an ideal fitment.