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Job Description
Role & responsibilities
* Client Acquisition & Management: Acquire new NRI/HNI customers and build long-term relationships through regular communication and personalized service.
* Product Promotion: Cross-sell and promote bank products such as NRE/NRO savings accounts, fixed deposits, remittances, wealth management products, loans, and insurance.
* Portfolio & Target Achievement: Monitor account inflows/outflows, handle client requests, and meet individual and team acquisition, revenue, and liability growth targets.
* Compliance & KYC: Ensure strict adherence to Know Your Customer (KYC), Anti-Money Laundering (AML), and regulatory guidelines set by the bank and RBI.
* Customer Support: Act as the primary point of contact for resolving customer queries, service requests, and financial advisory needs.
As discussed Kindly share your updated Resume with required the details.
Skills
Portfolio ManagementNRISalesRelationship ManagementHNIRelationshipManagementLiabilitiesClient AcquisitionAcquisitionAdvisoryFixed DepositsFinancial AdvisoryWealthWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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