Financial Consultant_NRI Relationship

Essential Duties and Responsibilities:

• Expand the NRI customer base by actively prospecting for new NRI clients through diverse methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc., appointment scheduling, and harnessing references/leads.
• Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio Management Services (PMS), Smartfolios and any other products which may be launched in the future based on the needs of the customer for the target market segment (NRI).
• Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
• Ensure the maintenance and growth of Assets under Management (AUM) of the acquired clients.
• Maintain consistent communication with clients acquired by him/her via telephone calls and in person meetings.
• Educate potential prospects about the company, its products, and services

Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.

• Assist clients with investment application forms and guide them through the completion process.

• Assist branches with documentation required for account opening, transactions, and regulatory compliance as per Indian and international financial laws (such as FATCA, KYC norms, etc.) for NRI clients.

• Assist the branches exclusively on matters related to NRIs

• Deliver after-sales service, conduct follow-ups, and ensure client retention.

• Prepare acquisition reports and submit them to the reporting officer.

• Make prompt entries in CRM and / or back office of the businesses / activities done.

Required Profile:

• Market knowledge (understand the dynamics of financial business)

• Resourcefulness

• Convincing skills

• Analytical skills

• Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal