1) Opening of NRE & NRO accounts for HNI NRI customers. Selling them new investment opportunities which includes PMS, Mutual Funds, FD's, Home Loans, Leveraged deposits, credit cards, OD, Bancassurance, etc. Executing FX transactions in multiple currencies.
2) Prospecting clients for USD investments, which includes leveraged investment into Mutual Funds & Bonds. Referring clients for UAE & international Mortgages, Offshore investments, credit cards, FD's, etc.
3) Execution of market research to launch products with the product team for meeting client requirements. Providing optimal customer service.
4) Processing cases following CDD & Compliance norms. Preparing daily reports.