NRI Client Servicing Role

Role: NRI Services

Location: Thane, MAH

Required Experience: 3-7 years

Join us if you like to:

The position purpose is to handle NRI Services including end to end monitoring and controls.

Client Onboarding and Documentation:

- Assist Non Resident Client in Trading and Demat account setup process, including collecting required documentation, verifying identities and explaining account features.

- Maintain accurate and up-to-date client records and documentation in compliance with regulatory requirements.

Issue Resolution:

- Address and resolve client concerns, complaints, and discrepancies related to their accounts or transactions.

- Collaborate with relevant departments to ensure prompt resolution and satisfactory outcomes.

Trade Settlement and Margin Updation:

- Reporting of trades to partner banks and custodial participants upon billing confirmation, settlement of all trades within trade cycles.

- Preparing of PIS bank account balances considering pledge margin excluding ledger credit within TAT and share the same with RMS keeping records on daily basis. Investigate on pending pay in / payout also margin issues and resolve with reference to all PIS and Non PIS clients.

Computation of NRI Taxation:

- Computing of TDS on Capital Gains for Non PIS clients basis on specified percentage as per guidelines.

- Ensuring posting of correct TDS entries in clients ledger on each follow sell trades within TAT on daily basis.

Relationship Management:

- Manage and nurture a dedicated portfolio of clients, understanding their specific trading and investment needs with focus on equity, mutual funds etc.

- Pursue acquisition of new clients by leveraging referrals from existing clients, overseas branches, sub brokers, franchisee and partners in key geographies.

We'll need you to bring:

- Essential Graduate / Post Graduate with experience of 3+ years preferably within Broking / Wealth Management Industry; additionally, skills attribute in MS Office, NISM Certification.

- Domain knowledge of equity broking products and portfolio solutions for NRI clients (including stocks, mutual funds, PMS etc.)

- Good communication and interpersonal skills, detail-oriented and organized, with the ability to handle multiple tasks and priorities.