Posted By: I Mates Consultants | Posted on: June 14, 2019
Ernakulam/Cochin/Kochi Kannur Kozhikode Trivandrum Kollam
300000-600000
1-4
Description:

Profile - Personal Banker | NRI Banking | Portfolio Management

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-

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 - Prefer female candidate with good communication skill and who have good experience in Relationship management,Portfolio managements, Mutual fund sales,NRI Banking can be a good fit.

Skills:
relationship management portfolio managements mutual fund sales nri banking

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