NRI Relationship Manager

NRI Relationship Manager

SBNRI

Location: Gurugram, Haryana, India
Job type: Full-time

Required skills

CRM

About the role

SBNRI

Website: sbnri.com
Job details:

Job Description -

As the NRI relationship 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 2-3 yrs 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 -
exciting incentive structure

Location – Gurgaon

Click on Apply to know more.

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