Job Overview
Scope of the Role Manage and grow the assigned customer portfolio by building strong relationships, identifying financial needs, and offering suitable banking and investment solutions.
Job Responsibilities
1. Manage and develop an assigned portfolio of NRIs / HNI customers. 2. Build and maintain long-term customer relationships. 3. Identify customer needs and provide suitable banking and investment solutions. 5. Drive portfolio growth, revenue, and customer engagement. 6. Cross-sell banking, investment, insurance, and other financial products. 7.Ensure quality service, compliance, and timely resolution of customer queries.
Ideal Candidate – 5–8 years of experience in NRI Banking / Relationship Management / Wealth Management / BFSI. Strong portfolio management and customer relationship skills. Good communication and sales skills. Candidates with experience handling NRI / HNI clients pref