Engage with NRI clients to understand their financial goals, risk tolerance, investment preferences, and liquidity requirements.Develop customized equity investment strategies based on clients' financial profiles and market conditions, aiming to maximize returns while managing risk.Stay abreast of global equity markets, economic indicators, geopolitical events, and regulatory changes impacting NRI investments. Conduct research and analysis to identify investment opportunities and… Show more Engage with NRI clients to understand their financial goals, risk tolerance, investment preferences, and liquidity requirements.Develop customized equity investment strategies based on clients' financial profiles and market conditions, aiming to maximize returns while managing risk.Stay abreast of global equity markets, economic indicators, geopolitical events, and regulatory changes impacting NRI investments. Conduct research and analysis to identify investment opportunities and risks.Recommend appropriate asset allocation strategies, considering clients' investment objectives, time horizon, and risk appetite.Implement risk management techniques to mitigate portfolio volatility and protect clients' investments from market downturns.Monitor the performance of clients' equity portfolios and provide regular performance updates, benchmarked against relevant indices and investment objectives.Cultivate strong, long-lasting relationships with NRI clients by delivering exceptional service, demonstrating expertise, and providing ongoing support for their financial needs. Show less

Advising NRI clients for Investment in Equity, Mutual funds and derivatives.Managing NRI a/c's and relationship with expert advice on all Investment products.Maintain High Activation & Service LevelsLeading a team of NRI advisors, providing mentorship in both business development and resolving client queries.

NRI Relationship Manager. Catering to NRI clients Investment needs & advising Investment in Equity, Derivative & Bonds.Co-ordination with operations for completion A/c opening process of Derivatives.Refurbishing NRI clients on New products.Handling of Dubai & Bahrain Representative office queries & Bank RM's queries.Visiting NRI Clients & Bank Relationship Managers for Business growth.

Dealing (Cash & F&O from 9 a.m. to 3:30 p.m.)Advising set of clients with advisory recommendations. (Daily & Weekly)Handling queries of Clients after trading hours on call & E-Mail.Dealing with customers personally.Verifying Modification forms & forwarding to KYC & DP Dept.Assisting in Processing IPO'sMaking daily revenue report for E-broking Dept. (Sent to all HOD's

Assignment: Dealing on behalf of clients in their a/c on calls (Inbound Process), providing latest news & various sector/company updates to clients, Study of latest reports on companies, provided from research.Organization