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Job details:
Hiring: Experienced NRI Wealth Management Relationship Manager
Location: Mumbai
Function: Wealth Management / NRI Banking / Investment Advisory
Experience: 5+ Years Preferred
Employment Type: Full-Time
We are looking for an Experienced NRI Wealth Management Relationship Manager to join our growing Wealth Management business and build long-term relationships with NRI, HNI and affluent clients across the UK, UAE, Middle East, USA, Canada and other international markets.
This is a growth-oriented role for an experienced wealth professional who understands the financial requirements of overseas Indians and has the ability to acquire, advise and manage high-value client relationships.
Key Responsibilities
- Acquire and develop relationships with NRI, HNI and affluent Indian clients living overseas.
- Manage an existing portfolio while continuously growing the NRI client base through referrals, networking, professional connections and strategic partnerships.
- Understand clients' financial objectives, family circumstances, investment horizon, risk appetite and liquidity requirements.
- Provide suitable wealth management solutions across products such as:
Mutual Funds
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Bonds and Fixed Income
NRI Deposits
Equity and Investment Solutions
Insurance and Protection
Retirement Planning
Estate & Succession Planning
Other approved Wealth Management solutionsDevelop comprehensive relationships rather than focusing on individual product sales
- Increase Assets Under Management (AUM) and revenue from assigned and newly acquired clients.
- Identify opportunities for cross-selling and deepening existing client relationships.
- Maintain regular engagement with clients through portfolio reviews, market updates and financial planning discussions.
- Coordinate with investment, research, operations, compliance and product teams to deliver a seamless client experience.
- Build relationships with Chartered Accountants, Tax Advisers, Lawyers, Property Professionals, Business Owners and other introducers serving the NRI community.
- Develop referral networks within NRI communities and business groups.
- Organise and participate in investor meetings, seminars, webinars and NRI wealth-management events.
- Maintain complete and accurate records of client interactions, opportunities and pipeline through CRM.
- Ensure all client acquisition and advisory activity complies with applicable KYC, AML, FATCA, CRS and regulatory requirements.
- Maintain the highest standards of confidentiality, professionalism and client service.
Candidate Profile
We are particularly interested in candidates currently or previously working within:
Private Banking | Wealth Management | NRI Banking | Priority Banking | Investment Advisory | Broking | Asset Management | Family Office | Financial Services
The ideal candidate will have:
- 5+ years' experience in NRI Wealth Management, Private Banking, Priority Banking or Relationship Management.
- Proven experience managing NRI/HNI/UHNI clients.
- Strong understanding of investment and wealth-management products.
- Demonstrable track record of client acquisition, AUM mobilisation and revenue generation.
- An established network of NRI/HNI clients or professional introducers will be a significant advantage.
- Strong relationship-building and consultative selling capabilities.
- Excellent communication, presentation and interpersonal skills.
- Commercially driven, entrepreneurial and target-oriented mindset.
Preferred Qualifications
- Graduate/Postgraduate qualification in Finance, Banking, Business, Economics or a related discipline.
- MBA/PGDM in Finance is desirable.
- NISM/AMFI or other relevant investment certifications would be advantageous.
- CFP, CFA or equivalent professional qualifications would be highly regarded.
What We Are Looking For
We are not simply looking for a product salesperson.
We want Relationship Managers who can become trusted wealth partners to NRI families, understand their financial aspirations across generations and build relationships that continue for many years.
You should be comfortable speaking with entrepreneurs, senior professionals, business owners and affluent families and have the confidence to manage sophisticated wealth conversations.
What We Offer
- Attractive fixed salary + performance-linked incentives
- Highly competitive revenue-sharing opportunity for experienced performers
- Opportunity to build and manage a significant NRI wealth portfolio
- Access to a broad range of Wealth Management and investment solutions
- Strong operational, technology and compliance support
- Lead-generation and marketing support
- Opportunity to work with clients across major international NRI markets
- Clear career progression into Senior Relationship Manager / Regional Head / NRI Wealth Head
- Entrepreneurial environment with significant opportunities for professional and financial growth
Who Should Apply?
We would particularly like to hear from experienced professionals currently working with leading:
Private Banks | Wealth Management Firms | Banks' NRI Divisions | Asset Management Companies | Securities & Broking Firms | Investment Platforms | Family Offices
If you have built strong relationships within the NRI/HNI community and are looking for a platform where you can expand your client portfolio, increase your earning potential and build a long-term career in Wealth Management, we would like to hear from you.
Experienced NRI Wealth Managers with an established client network are strongly encouraged to apply.
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