About the opportunity
Job Overview
<p>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.</p> <p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">1) Develop and maintain relationships with clients to ensure their satisfaction with the services provided.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">2) Analyze client portfolios and recommend appropriate investment strategies.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">3) Monitor market trends and provide timely advice to clients.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">4) Develop and implement customised investment plans for clients.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">5) Research and analyze financial products and services to identify suitable options for clients.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">6) Prepare and present financial reports to clients.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">7) Provide clients with timely updates on their investments.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">8) Assist clients in understanding the risks and rewards associated with their investments.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">9) Respond to client inquiries and provide guidance on financial matters.</p>
<p style="color:rgb(98,98,98);font-family:Heebo, sans-serif;">10) Stay up-to-date on industry trends and regulations.</p> <p><span style="font-family:Nunito;font-size:11pt;">Looking
for</span><span style="font-family:Nunito;font-size:11pt;"> </span><span style="font-family:Nunito;font-size:11pt;">Skilled Candidates with good
communication skills handling the Portfoilio of HNI / Corporate /NRI clients
for</span><span style="font-family:Nunito;font-size:11pt;"> </span><span style="font-family:Nunito;font-size:11pt;">multiple products from Banks,
Securities Insurance or other BFSI</span><span style="font-family:Nunito;"> . Candidates having experience in NRI portfolio management or wealth management companies will be an ideal fitment.</span></p>