Job Description:
- Acquiring and Managing Resident and NRI Clients:
- Identify potential clients through market research, referrals, and networking events.
- Tailor outreach efforts to meet the needs and preferences of both resident and non-resident Indian (NRI) clients.
- Build strong relationships with clients by understanding their financial goals and providing personalized solutions.
- Collaboration with Product Specialists:
- Partner with product specialists to stay informed about the latest banking and wealth management solutions.
- Coordinate client engagements that involve product specialists to ensure clients receive tailored solutions.
- Provide feedback to product specialists based on client needs and market trends.
- Work with Service Delivery Ambassadors:
- Collaborate closely with service delivery ambassadors to ensure seamless service delivery to clients.
- Communicate client feedback and service improvement opportunities to service delivery ambassadors.
- Work together to resolve any client issues or concerns in a timely manner.
- Cross-Selling Products:
- Identify opportunities to cross-sell trade, foreign exchange (FX), wealth, and insurance products to clients.
- Educate clients about the benefits of additional products and services.
- Customize product recommendations based on each client’s financial situation and goals.
- Portfolio Allocations and Reviews:
- Conduct regular portfolio reviews with clients to assess performance and make any necessary adjustments.
- Provide financial check-ups to ensure clients’ portfolios align with their objectives and risk tolerance.
- Implement portfolio allocations based on clients’ investment preferences and market conditions.
- 360° Client Engagement:
- Take ownership of the client relationship by providing comprehensive support and guidance.
- Regularly communicate with clients through various channels, including meetings, phone calls, and emails.
- Anticipate clients’ needs and proactively offer solutions to address them.
- Adherence to Compliance Processes:
- Stay up-to-date on relevant regulations and compliance guidelines.
- Ensure all client interactions and transactions comply with regulatory requirements.
We provide comprehensive career transitioning services, including personalized career assessment and counseling to clarify goals.
Our workshops enhance critical skills and offer resume writing services to highlight achievements. We assist in navigating the job market with effective networking strategies and exploration of diverse opportunities. Through mock interviews, we prepare individuals for success and support negotiation of favorable terms.
Beyond transitions, we offer ongoing coaching and support for sustained growth.
At ChangeLeaders, we understand the power of trusted referrals in attracting top talent. Introducing our Candidate Referral Program, designed to honor your efforts in bringing exceptional professionals into our network.
This program offers rewarding opportunities and meaningful connections. Here’s how it works:
When you refer a qualified candidate who successfully joins our network, you not only enrich our community but also unlock valuable rewards. Simply submit the candidate’s details through our online referral portal, and we’ll handle the rest. Once your referral completes onboarding and meets our criteria, you’ll qualify for exclusive rewards like cash bonuses, premium networking events access, and personalized career coaching sessions.
ChangeLeaders Stories is a dynamic platform that serves as a haven for seasoned professionals across diverse domains. Through engaging podcasts, we invite accomplished individuals to unravel their unique career journeys, personal histories, profound learnings, visionary insights, rich experiences, and daunting challenges. Our guests generously share how they navigated obstacles, allowing listeners to glean invaluable lessons.
Our mission is to empower early-career professionals who seek wisdom beyond the confines of their immediate employers. By offering a diverse array of voices from within the same domain, we broaden horizons and foster a community of continuous learning and growth.
With a commitment to quality and authenticity, we produce one compelling podcast episode every week. Our dedication has garnered the admiration of professionals who appreciate our genuine efforts to enrich their professional lives. Join us on ChangeLeaders Stories as we embark on a journey of discovery, enlightenment, and inspiration together.
