Scope of the Role
You will be responsible for building and maintaining relationships with NRI clients, providing them with the best advice and solutions to meet their financial goals. You will also be responsible for monitoring the performance of their portfolios and providing timely updates. Your role will be key in helping our clients achieve their financial objectives.
Job Description
- Manage portfolio of NRI customers and handle end-to-end relationship management. - Analyze client portfolios and recommend appropriate investment strategies. - Monitor market trends and provide timely advice to clients. - Prepare and present portfolio performance reports to clients - Monitor client accounts and ensure compliance with regulations. - Provide financial planning advice to clients.
Ideal Candidates
We are looking for a candidate with good communication skills who can build strong client relationships and has knowledge of banking and portfolio management. NRI banking experience is preferred.