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 and grow relationships with NRI (Non-Resident Indian) clients. - 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. - Research and identify new investment opportunities. - Develop and implement customised investment strategies for clients. - Negotiate and execute transactions on behalf of clients. - Manage client portfolios and ensure optimal performance. - Stay up-to-date on industry trends and regulations
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.