01Overview
Role & responsibilities
- Client Acquisition & Portfolio Management: Identifying and onboarding current NRI clients while growing the liabilities book (CASA) and overall investment portfolios.
- Financial Advisory: Selling wealth management products, mutual funds, fixed deposits, and insurance solutions based on customer risk profiles.
- Relationship Building: Maintaining regular contact with clients via email, phone, and virtual meetings to provide updates on interest rates, forex, and market trends. .