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6 Nri Clients Jobs

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5.0 - 9.0 years

0 Lacs

haryana

On-site

You will be responsible for leading and streamlining mutual fund operations for NRI clients as an Operations Manager specializing in Mutual Funds. Your primary focus will be ensuring smooth transaction processing, compliance, and enhancing customer experience by collaborating closely with product, compliance, and partner AMCs. Your key responsibilities will include overseeing end-to-end mutual fund operations for NRI customers, which involves account opening, purchase, redemption, and SIP processing. You will need to maintain strong relationships with AMCs, RTAs, banks, and custodians to ensure timely settlement and resolution of any issues. Compliance with SEBI, FEMA, and AMFI regulations will be crucial, along with managing KYC, FATCA, CRS documentation, and their updates. Regular monitoring of transaction reconciliations and the generation of operational MIS reports will also be part of your role. Additionally, you will be required to implement process automation and drive operational efficiency improvements. Addressing client escalations promptly and accurately, as well as working closely with tech teams for system enhancements, will be essential aspects of your responsibilities. To excel in this role, you should have at least 5 years of experience in mutual fund operations, with a preference for NRI/Offshore market exposure. Strong knowledge of regulatory requirements, analytical skills, and effective stakeholder management will be essential for success in this position.,

Posted 4 days ago

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2.0 - 6.0 years

0 Lacs

hyderabad, telangana

On-site

As a Sales Executive at Square Yards in Qatar and Bahrain, you will play a key role in contributing to our ambitious growth targets by generating leads, building client relationships, and closing sales. Your responsibilities will include acquiring and developing client relationships through various sales efforts, offering tailored property solutions, utilizing marketing campaigns to maximize revenue, independently identifying potential customers, managing transactions from sourcing to return on investment generation, maintaining service standards to enhance Square Yards brand, exploring new business opportunities, engaging with Non-Resident Indian (NRI) clients, and providing pre- and post-sales services for long-term wealth retention. In this role, you will benefit from a competitive fixed salary, a five-day work week, quarterly salary appraisals of 10%, Employee Stock Ownership Plans (ESOPs) per closed deal, and a dynamic team environment. The ideal candidate for this position should have 2 to 3 years of sales experience, proficiency in Hindi and English languages, strong communication and interpersonal skills, ability to learn quickly and adapt to changing environments, resilience and motivation to handle rejections positively, capability to improvise sales pitches based on customer interactions, and maturity to prioritize tasks and manage time efficiently. Join us at Square Yards, India's largest integrated platform for Real Estate & Mortgages, and be part of a fast-growing team that is at the forefront of tech adoption in the real estate sector. Apply now and take the next step in your sales career with us.,

Posted 2 weeks ago

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2.0 - 6.0 years

0 Lacs

noida, uttar pradesh

On-site

As a Sales Executive at Square Yards in Qatar and Bahrain, you will play a crucial role in generating leads, building client relationships, and closing sales to contribute to the company's ambitious growth targets. Your responsibilities will include acquiring and nurturing client relationships through various sales efforts, providing tailored property solutions, utilizing marketing campaigns for revenue maximization, independently identifying potential customers, delivering presentations, finalizing deals, and managing transactions from sourcing to return on investment generation. You will be expected to enhance Square Yards" brand by upholding service standards, exploring new business opportunities, engaging with Non-Resident Indian (NRI) clients, offering investment solutions, and providing pre- and post-sales services for long-term wealth retention. The ideal candidate for this role would have 2 to 3 years of sales experience, proficiency in Hindi and English languages, strong communication and interpersonal skills, ability to adapt to changing environments, resilience to handle rejections positively, capability to improvise sales pitches based on customer interactions, and maturity to prioritize tasks efficiently. In return, you will receive a competitive fixed salary, a five-day work week, quarterly salary appraisals of 10%, visa provided from day one, Employee Stock Ownership Plans (ESOPs) per closed deal, and the opportunity to work in an engaging and dynamic team environment. If you are motivated, results-driven, and looking to grow your career in sales within the real estate sector, this role at Square Yards could be the perfect fit for you.,

Posted 2 weeks ago

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3.0 - 8.0 years

6 - 15 Lacs

Kolkata

Work from Office

Role & responsibilities : Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets. Key Deliverables: 1. Ensure timely advice to customers for Equity and Derivative markets 2. Portfolio Review to be done monthly with clients for deepening the Client relationship. 3. Ensure adherence to Compliance process for advice given 4. 1 New to Firm relationship to be sourced on monthly basis with min tick size of 25 lacs for Broking or IP. 5. Daily meetings to be done with existing clients and new prospects for business. Preferred candidate profile: Educational Qualifications: Graduation in any discipline, MBA Finance or NCFM. Experience: 3+ Years in Equity / MF / PMS / Broking. Must have experience in using terminal. Domain Knowledge: Understanding of capital markets o IT Skills: MS Office

Posted 4 weeks ago

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2.0 - 7.0 years

4 - 5 Lacs

Pune, Mumbai (All Areas)

Work from Office

Role & responsibilities Job Profile : Relationship Officer - NRI - Review the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India - Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings - Generates new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, etc. - Involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers. - Recommend process changes in order to improve service efficiency and quality across the branch network - Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives - Knowledge of the Banking Industry, FEMA regulations governing NRI business, NRI Customer Behavior, Money and Financial Markets Preferred candidate profile *** Need Relevant Experience of 2-4 Years into NRI Banking, NRI Client Relationship, NRI Sales, NRI Client Acquisition. Location- Across all Pune & Mumbai Regions I nterested Candidates Directly reach out at soniya.gupta@v-konnect.com Call /whatsApp on 8719887767 Regards Soniya Gupta-TA V-konnect Associates Gurgaon

Posted 1 month ago

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2 - 6 years

3 - 4 Lacs

Chennai

Work from Office

Role Overview : As a Senior Executive Premium Customer Experience (Relationship manager) , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely execution of orders, and delivering an exceptional customer experience. Key Responsibilities 1. Client Engagement & Revenue Generation Maintain daily interactions with assigned (mapped) clients to nurture long-term relationships. Share insightful research reports from reputed research houses to support client decision-making. Ensure timely and accurate order placement, backed by pre-order confirmations. Proactively identify and onboard new Relationship clients to grow the client base and meet revenue targets. 2. Customer Service Excellence Respond promptly to client queries and communications, ensuring adherence to defined Service Level Agreements (SLAs). Deliver high-touch service to achieve top-tier client satisfaction and relationship scores. Troubleshoot and resolve client issues swiftly, acting as a trusted advisor and first point of contact. Qualifications & Skills Education: Bachelor's degree in Finance, Business Administration, or related field. Experience: Proven experience in client relationship management, preferably within the financial services industry. Financial Acumen: Strong understanding of financial products, markets, and investment strategies. Communication: Excellent verbal and written communication skills; ability to convey complex information clearly. Client-centric Mindset: Passion for delivering high-quality service and building meaningful client relationships. Tech-savvy: Comfortable using dealing terminals and order placement systems. Adaptability: Ability to thrive in a fast-paced, target-driven environment. Problem-Solving: Strong decision-making skills with a proactive and solution-oriented approach. Why Join Us? Work with a high-performing, client-focused team. Exposure to premium clientele and diverse financial markets. Continuous learning and professional development opportunities. A dynamic work culture that values innovation, ownership, and results.

Posted 3 months ago

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