Posted By: I Mates Consultants | Posted on: June 16, 2020
India Thrissur Trivandrum
300000-600000 RS
1-4

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

Job Description:

Profile - Deputy Manager | NRI Banking | Portfolio Management

Age - 21 to 31 Years

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.

Grade - Deputy Manager

 

Ideal Candidate: Candidate with excellent communication and at least 18 months experience in Life Insurance sales, banking, wealth managements, relationship management, securities..etc with good understanding on financial market.

Skills:
relationship management portfolio managements mutual fund sales nri banking


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