Private Banking - NR

We are seeking a Private Banking - NR professional to provide comprehensive wealth management advisory services to Non-Resident Indian ( NRI ) clients. You will be responsible for offering a range of financial products, from mutual funds to offshore investments, while also promoting deposit and remittance solutions. This role requires you to deliver superior client servicing, conduct regular portfolio reviews, and ensure full compliance with all relevant regulatory guidelines.

Roles & Responsibilities :

• Wealth Management Advisory : Offer a wide range of wealth management products, including mutual funds, PMS, bonds, offshore investments, and insurance .
• Product Promotion : Actively promote NRE / NRO / FCNR deposits , remittance products, and foreign currency solutions to NRI clients.
• Client Servicing : Ensure the delivery of superior client servicing, including support for cross-border banking requirements.
• Collaboration : Collaborate with product, investment, and compliance teams to deliver customized solutions that meet client needs.
• Portfolio Management : Conduct regular portfolio reviews and focus on generating referrals from existing NRI clients.
• Regulatory Compliance : Stay updated with global financial trends impacting NRI investment behavior and ensure compliance with all FEMA, FATCA, and RBI guidelines .

Skills Required :

QUALIFICATION :

Skills Required

Wealth Management, Private Banking, Mutual Funds, Pms, Bonds, Client Servicing, Relationship Management