QU

Relationship Manager / Senior Relationship Manager NRI Desk

Kolkata ₹1-3 LPA Posted 9 Jul 2025

FULL TIME

nri services

Portfolio Management

Client Relationship Management

Investment Advisory

Wealth Management

Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk.
Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship.
Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite.
Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers,
Help customers to Execute trade online and place orders on behalf of customers.
Achieve healthy revenues without compromising on clients profitability.
Acquiring new clients through existing clients referrals.
Activating inactive clients through regular followups.
Regularly following-up with clients and handling their queries.
Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
Responsible for adding new NRI and HNI Clients
Handling NRI Clients for Equity Broking
Domain Knowledge of Products like - Equity/ Stock Broking, PMS, Mutual Funds, AIF, Bonds
Experience in handling B2C