Address Enthusiastic Client Relationship Executive adept at developing and executing implementation plans and creating solid relationships with clients. […]
Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner.
Coordinate with the head office to facilitate seamless exchange of documents pertaining to services for NRI clients.
Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients.
Collaborate closely with management and reporting officers to ensure alignment with NRI...
