NRI Relationship Manager

SBNRI; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

SBNRI in Gurugram, India is seeking an NRI Relationship Manager to understand clients' financial objectives and translate them into strategic India‑focused recommendations. You will build and nurture long-term relationships with clients, supported by Service RMs to streamline pre- and post-investment processes.

The ideal candidate has 2-3 years of experience in wealth management or wealth-tech in a client-facing role, familiarity with PMS, AIF, mutual funds, bonds or structured products, and a

Qualifications

• 2-3 years of relevant experience in 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.

Responsibilities

• Understand clients' financial objectives and requirements and create strategic India-based recommendations by building a strong relationship with clients.
• Be supported by Service RMs who assist with pre and post investment processes.
• Aim to disrupt the NRI space and create a significant impact for TG.

Skills

Relationship management

Wealth products knowledge

English communication

Product mindset

Client facing

Tools

CRM

Excel

PowerPoint

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.