Relationship manager

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

Also, can call / whatsapp at

Regards,

Gulista Shaikh