NRI Relationship Manager

Job Description -

• As the NRI Relationship/ Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.

• You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved.

• The person who is passionate to disrupt NRI space should definitely apply.

• Min 2- 5 years of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role.

• Understanding of various financial products – PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these.

• A product mindset - understanding of how processes can be digitised.

• Experience in NRI Wealth/ Investments space would be an advantage.

• Proficiency in English, CRM, Excel and PPT.

• Compensation -
• Salary - 8 lpa Max
• Exciting incentive structure

Location – Gurgaon

Skills Required
Aif, Mutual Funds, Excel, Ppt, structured products, Bonds, Pms, Crm