NRI Client Servicing
Core
End-to-end monitoring and control of NRI client services, including account setup, trade settlement, tax computation, and relationship management.
Role type
NRI Client Servicing Specialist
Builds
Trading and Demat accounts, trade settlements, and PIS/NON PIS client portfolios for non-resident investors.
Domain
Financial Services / Wealth Management / Equity Broking
Deliverable
client delivery
Required skills
NRI client onboarding, trade settlement and margin management, TDS computation on capital gains, regulatory compliance documentation, relationship management, client acquisition via referrals
Preferred skills
Broking or Wealth Management industry experience, NISM Certification, MS Office proficiency
Technologies
Trading platforms, Demat account systems, PIS/NON PIS banking interfaces
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