Clini Launch Business Solutions
Location
Mumbai | India
Job description
Description :
- We are currently seeking a highly motivated and dynamic individual to join our team as an Advisor - NRI Desk. As an Advisor, you will play a key role in providing exceptional service and support to our Non-Resident Indian (NRI) clients. Your excellent interpersonal skills, in-depth knowledge of NRI banking, and ability to adapt to changing customer needs will be critical to your success in this role. Responsibilities : - Act as the main point of contact for NRI clients, providing them with timely and accurate information about our products and services - Assist NRI clients in opening and managing their accounts, ensuring all required documentation is completed accurately and in compliance with regulatory requirements - Proactively identify and address any issues or concerns raised by NRI clients, escalating to the appropriate internal teams as needed - Provide guidance to NRI clients on various banking transactions, including fund transfers, investments, and foreign exchange - Stay up-to-date with the latest regulatory changes and industry trends related to NRI banking, and ensure compliance with all applicable regulations - Collaborate with internal teams to develop and implement strategies to attract and retain NRI clients, and enhance their overall banking experience - Conduct periodic reviews of NRI client accounts to identify opportunities for cross-selling and upselling our products and services Requirements : - Bachelor's degree in finance, business, or a related field - Minimum of 3 years of experience in NRI banking or wealth management - Strong knowledge of NRI banking products and services, including NRE/NRO accounts, NRI loans, and investment options - Excellent communication and interpersonal skills, with the ability to establish rapport with NRI clients and deliver exceptional customer service - Proven track record of meeting and exceeding sales targets - Strong analytical and problem-solving skills, with the ability to identify opportunities and drive results - Proficiency in Microsoft Office Suite and banking software applications - Ability to work independently and as part of a team in a fast-paced and dynamic environmentJob tags
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