Posted By: I Mates Consultants | Posted on: August 10, 2020
India Chennai
450000-750000 RS

Job Description:

Profile - Relationhsip Manager | NRI Banking | Portfolio Management

Scope of the Role - Manage the pool of NRI clients,cross sell of products like Assets,MF,Forex..etc to the exisiting 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 exisisting 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.



portfolio management nri relationship manager portfolio mutual fund branch banking

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