Digital Portfolio Advisor

Key Responsibilities :

• Strengthen and grow relationships with existing First Wealth customers.
• Acquire new Non-Resident (NR) accounts and generate qualified referrals.
• Drive remittance business across managed and sourced portfolios.
• Conduct virtual client meetings and deliver superior customer service.
• Promote usage of mobile banking, Optimus App, and digital banking platforms.
• Cross-sell pre-approved banking products such as credit cards, loans, insurance, and investments.
• Profile customers and recommend suitable financial solutions based on their goals.
• Ensure smooth onboarding for digital platforms, bill payments, SIPs, insurance, and investment products.
• Achieve monthly sales targets and performance benchmarks.
• Coordinate with internal stakeholders for closures of retail asset and trade transactions.
• Resolve customer queries efficiently to maintain high satisfaction (NPS).
• Adhere strictly to bank policies and compliance guidelines.

Desired Candidate Profile :