NR RM - Relationship Manager
$1,000,000–$2,000,000 year
On-siteGurugram, Haryana, India
Job Summary
Manage and develop relationships with NRI/HNI clients by understanding their financial goals, investment preferences, and risk profiles. Provide personalized wealth management and investment solutions, advising on suitable products, asset allocation, and portfolio diversification. Identify cross-selling and up-selling opportunities across banking, investment, and wealth management products while acquiring new clients through referrals and networking. Coordinate with internal teams including investment specialists, operations, compliance, and product teams to ensure seamless client servicing and maintain accurate client records. Achieve assigned revenue, acquisition, investment, and portfolio growth targets while ensuring adherence to KYC, AML, and regulatory guidelines. Requires 5–10 years of experience in banking, investment advisory, and wealth management.
Required Qualifications
- 5+ years experience in banking, investment advisory, and wealth management
- 5–10 years in banking, wealth management, investment advisory, private banking, or related financial services
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Strong understanding of NRI banking and financial products
- Investment advisory and portfolio management knowledge
- Client relationship management
- Financial planning and investment analysis
- Strong sales and business development skills
- Excellent communication and interpersonal skills
- Must-Have Skills: Banking
- Must-Have Skills: Investment Specialist
- Experience managing NRI/HNI/UHNI client portfolios
- Knowledge of mutual funds, equities, bonds, structured products, insurance, and alternative investments
- Understanding of global investment products and markets
- Knowledge of NRE/NRO banking regulations and FEMA guidelines
- Relevant banking, investment, or wealth management certifications
- Experience: 5–10 years in banking, wealth management, investment advisory, private banking, or related financial services
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Relevant professional certifications in investments, banking, or wealth management
Desired Qualifications
- Experience managing NRI/HNI/UHNI client portfolios
- Knowledge of mutual funds, equities, bonds, structured products, insurance, and alternative investments
- Understanding of global investment products and markets
- Knowledge of NRE/NRO banking regulations and FEMA guidelines
- Relevant banking, investment, or wealth management certifications
- Relevant professional certifications in investments, banking, or wealth management
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