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Relationship Manager

Relationship Manager

Anlage Infotech (India) P LtdIndia
19 days ago
Job description

Hi Folks,

We're Hiring for a Leading Stock Broking Company based in Thane location.

PLEASE NOTE : PLEASE APPLY ONLY IF YOU ARE FROM THE BROKING INDUSTRY (WE ARE NOT CONSIDERING BANKING INDUSTRY FOR THE ROLE)

About the Company

Company Name- Confidential (Connect for more)

About the Role

Job Position – NRI Services

Location- Thane

Required Experience- 1.5 years-5 years

Responsibilities

  • Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
  • Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options.
  • Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty.
  • Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
  • Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
  • Participate in NRI client acquisition drives, events, and outreach programs as needed.

Qualifications

  • Bachelor's degree
  • A minimum 2 years of experience in NRI banking, wealth management or financial services.
  • Strong knowledge of financial products relevant to NRI clients.
  • Excellent client engagement and customer service skills.
  • Strong interpersonal and communication skills.
  • Required Skills

  • Knowledge of NRI financial regulations and products
  • Client engagement and relationship management
  • Customer interaction and communication
  • Pay range and compensation package

    UPTO 6 LPA

  • A learning, collaborative, and cordial environment.
  • A work-life integrated culture.
  • Career progression plan aligned with company goals.
  • An opportunity to directly interact with management and work under their mentorship.
  • To feel valued and appreciated for your contributions to the organization.
  • Interested candidates can share resumes at gulista.s@anlage.co.in

    Also, can call / whatsapp at 9137313749

    Regards,

    Gulista Shaikh

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