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Job Description

Responsibilities:

  • Client Acquisition: Identify and acquire potential NRI clients by leveraging various channels such as referrals, networking events, seminars, and online platforms.
  • Relationship Management: Build and maintain strong relationships with existing NRI clients by understanding their financial goals, investment preferences, and risk tolerance.
  • Product Knowledge: Stay updated on a wide range of financial products and services tailored to the needs of NRI clients, including investment options, insurance policies, real estate opportunities, and banking services.
  • Consultative Selling: Offer personalized advice and recommendations to NRI clients based on their financial objectives, risk appetite, and time horizon.
  • Cross-Selling and Upselling: Identify opportunities to cross-sell and upsell relevant products and services to NRI clients based on their current portfolio and evolving needs.
  • Compliance and Regulatory Requirements: Ensure compliance with regulatory guidelines and policies governing the sale of financial products and services to NRI clients, including KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations.
  • Market Research: Stay informed about market trends, economic developments, and regulatory changes that may impact NRI investments and financial planning strategies.

More Info

Job Type:
Employment Type:
Open to candidates from:
Indian

About Company

Response Informatics is a globally established end-to-end technology and enterprise-level management consulting company. We have our corporate offices in New Jersey, USA, and Hyderabad, India. Incorporated in 1996, we have been sailing the ship with a single goal, the global adaption of the best technological and result driven practices for business growth. With a humble start with management consulting and global staffing solutions, we have moved up the ladder sharply and significantly. Soon enough, we were delivering in various verticals and services ranging from enterprise level software and application development.

Job ID: 125458643