Posted By: I Mates Consultants | Posted on: September 29, 2020
India Hyderabad
800000-1200000 RS
2-11

Scope of the Role: Manage the pool of NRI clients, cross sell of products like Assets,MF,Forex..etc to the existing clients.

Job Description:

Profile - Relationship Manager | NRI Banking | Portfolio Management

Job Description-

1) Direct handling of NR HNI clients mapped.

2) Cross sell of other assets,forex,mutual fund,insurance and CASA products to the existing clients mapped.

3) Regular  interaction with the clients through phone,whats app.and personal meeting also needed as and when the client available in the country.

4) Keep and maintain proper relationship record as well as the client meeting reports.

 

 

Ideal Candidate: Candidate with good experience in Relationship Management, Portfolio managements, Mutual fund sales, NRI Banking can be a good fit.

Skills:
portfolio management nri relationship manager portfolio mutual fund branch banking


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