NRI Nivesh
Website:
nrinivesh.in
Job details:
Premier Relationship Manager - Global NRI Wealth
Location: Mumbai, Malad
Experience: 5+ years in BFSI / HNI / NRI Investments -Specifically in to Mutual Funds
Salary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a.
🌍 Premier Relationship Manager – Global NRI Wealth
Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel internationally while making a real impact? If so, this opportunity is tailor-made for you.
As a Premier Relationship Manager – Global NRI Wealth, you'll work closely with Non-Resident Indian (NRI) and High-Net-Worth Individuals (HNI), advising them on tailored financial solutions and investment strategies. This isn't your average desk job—you'll be engaging with clients across multiple countries, leading financial literacy sessions, and delivering presentations that truly make a difference.
What You’ll Do:
🌟 Build and nurture relationships with elite NRI and HNI clients, offering personalized financial guidance
🌍 Travel internationally with your team to meet clients, host seminars, and create memorable experiences
📈 Deliver strategic advice across wealth management, investment planning, and financial consultancy
💰 Drive Mutual Fund sales, cross-sell investment products, and provide expert guidance on portfolio allocation with a strong focus on Mutual Fund solutions
🎤 Conduct financial literacy workshops and speak at events to empower clients with knowledge and insight
💼 Be a part of a global wealth management initiative that combines prestige, performance, and purpose
Why This Role Stands Out:
A rare chance to work with global clientele
Opportunities for international travel and cultural immersion
A role that blends strategy, consulting, and relationship-building
Work in a dynamic, forward-thinking financial institution that values innovation and trust
🔑 Key Performance Indicators (KPIs)
Your success will be measured through:
✅ Achievement of Sales Acquisition and Revenue Targets
📊 Growth of Client Portfolio / Book Size
💰 Strong performance in Mutual Fund sales and revenue generation
🌟 Delivery of Exceptional Client Service in line with our quality standards
🧠 Core Competencies & Skills
To thrive in this role, you’ll bring:
💬 Excellent Communication & Presentation Skills
💼 A strong grasp of financial markets and products
📈 Proven expertise in Mutual Fund sales, advisory, and client acquisition
🔍 The ability to analyze complex information and explain it with clarity
🤝 Powerful sales, negotiation, and influencing abilities
🧠 A passion for consultative relationship management
🧾 Proficiency in Excel and strong data management capabilities
This role is perfect for someone who enjoys connecting with clients, solving complex financial puzzles, and working in a fast-paced, high-impact environment.
📩 Ready to Elevate Your Career?
If this sounds like you, we’d love to hear from you!
Click on Apply to know more.