Private Banking - NR

Private Banking - NR

Roles & Responsibilities:

• Wealth Management Advisory

  : Offer a wide range of wealth management products, including

  mutual funds, PMS, bonds, offshore investments, and insurance

  .

• Product Promotion

  : Actively promote

  NRE/NRO/FCNR deposits

  , remittance products, and foreign currency solutions to NRI clients.

• Client Servicing

  : Ensure the delivery of superior client servicing, including support for cross-border banking requirements.

• Collaboration

  : Collaborate with product, investment, and compliance teams to deliver customized solutions that meet client needs.

• Portfolio Management

  : Conduct regular portfolio reviews and focus on generating referrals from existing NRI clients.

• Regulatory Compliance

  : Stay updated with global financial trends impacting NRI investment behavior and ensure compliance with all

  FEMA, FATCA, and RBI guidelines

  .

Skills Required:

• Proven experience in wealth management and private banking, with a focus on NRI clients.
• In-depth knowledge of financial products such as mutual funds, PMS, bonds, and insurance.
• Strong understanding of

  NRE/NRO/FCNR deposits

  , remittance products, and foreign currency solutions.
• Excellent client servicing and relationship management skills.
• Ability to conduct portfolio reviews and generate referrals.
• Familiarity with

  FEMA, FATCA, and RBI guidelines

  applicable to NRI clients.

QUALIFICATION:

• Bachelor's or Master's degree in Finance, Business, or a related field, or equivalent experience.