Job Description
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
• 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
💡 Quick Summary
Seeking a career-building opportunity? The NRI Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Gurgaon offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
