Job Description

Designation: Client Relationship Executive NRI ServicesLocation: Ahmedabad
Skill : Engage with NRI clients to address their financial and compliance needs, ensuring timely service and proper documentation. Maintain client records and assist in executing NRI-focused business strategies in collaboration with management. Education: Min. Graduate
Working hours: 10:00 to 07:00 & 1hr Lunch break Monday to Friday & Half Day for Saturday.
Gender: MaleJob Summary:We are seeking a proactive and professional Client Relationship Executive NRI Services to manage and support our NRI clients. The role involves addressing their financial and compliance needs, ensuring timely documentation, maintaining client records, and supporting NRI-related business strategies.Key Responsibilities:Engage with NRI clients to understand and fulfill their financial service requirementsProvide timely assistance in investments, insurance, and related compliance documentationMaintain up-to-date records of client interactions and transactionsCoordinate with internal teams and management to implement NRI-focused business strategiesEnsure excellent service standards and client satisfactionFollow up with clients for required documents and processesAssist in preparing reports and summaries for management reviewRequirements:23 years of experience in client servicing, preferably in financial or NRI servicesStrong knowledge of financial products (e.g., investments, insurance)Excellent verbal and written communication skills in EnglishGood understanding of compliance procedures related to NRI clientsWell-organized with attention to detailAbility to work professionally with a wide range of clientsStrong interpersonal skills and a customer-first attitude

• Requirements: Knowledge of financial services like Investment, Insurance, etc. Excellent English communication skills.