- Build and maintain strong ties with NRI clients to understand their financial needs.
- Acquire recent clients and increase existing wallet share through customized product cross-selling.
- Deliver personalized banking and investment recommendations tailored to client risk profiles.
- Act as the primary contact point to resolve inquiries efficiently with high service standards.
- Meet or exceed monthly organizational targets for portfolio growth and revenue.
- Ensure all operations strictly follow KYC, SEBI, and banking regulations.