Nri Relationship Manager

About the Company:

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company is now entering the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise. The company has carved out a separate fintech vertical tasked with digital transformation using cutting-edge technology and bringing in fresh talent.

Join us if you like:

• Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs.
• Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options.
• Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty.
• Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals.
• Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues.
• Participate in NRI client acquisition drives, events, and outreach programs as needed.

Qualifications:

• Bachelor's degree
• A minimum 2 years of experience in NRI banking, wealth management or financial services.
• Strong knowledge of financial products relevant to NRI clients.
• Excellent client engagement and customer service skills.
• Strong interpersonal and communication skills.

Key Skills:

• Knowledge of NRI financial regulations and products
• Client engagement and relationship management
• Customer interaction and communication

What you get:

• A learning, collaborative, and cordial environment.
• A work-life integrated culture.
• Career progression plan aligned with company goals.
• An opportunity to directly interact with management and work under their mentorship.
• To feel valued and appreciated for your contributions to the organization.