NRI Relationship Manager

ecH-aaR Manpower Solutions; Nashik District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

ecH-aaR Manpower Solutions in Maharashtra seeks an experienced NRI Relationship Manager to build and nurture relationships with NRIs and HNIs, delivering tailored wealth management solutions and premium investment guidance.

You will focus on understanding client financial goals, presenting tailored strategies, and coordinating with internal teams to ensure top-tier service and compliance with applicable regulations.

Qualifications

• Experience managing NRIs/HNIs relationships.
• Strong knowledge of wealth management products and services.
• Excellent communication and rapport-building with clients.

Responsibilities

• Build and maintain relationships with NRI clients, understanding their financial goals and investment preferences.
• Advise on wealth management, investments and planning for HNI clients.
• Identify new business opportunities to expand the client base with premium acquisition.
• Coordinate with internal teams to ensure seamless service and client satisfaction.
• Stay updated on market trends and regulatory changes affecting NRIs/HNIs.
• Prepare and present financial proposals and investment strategies.

Skills

NRIs & HNIs relations

Wealth management

Client acquisition

Communication

Market analysis

Job description

We are seeking a dedicated NRI Relationship Manager to join our team in Maharashtra. The ideal candidate will be responsible for managing relationships with Non-Resident Indians (NRIs) and High Net Worth Individuals (HNIs), providing them with tailored wealth management solutions. This role requires a deep understanding of the financial needs of NRIs and the ability to offer premium acquisition strategies to enhance client satisfaction and retention.

Key Responsibilities

• Develop and maintain strong relationships with NRI clients, understanding their financial goals and investment preferences.
• Provide expert advice on wealth management, investment opportunities, and financial planning tailored to the unique needs of HNI clients.
• Identify and pursue new business opportunities to expand the client base, focusing on premium acquisition strategies.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Stay updated on market trends and regulatory changes affecting NRIs and HNIs to provide informed advice.
• Prepare and present financial proposals and investment strategies to clients.

Required Skills

• Proven experience in relationship management, particularly with NRIs and HNIs.
• Strong understanding of wealth management products and services.
• Excellent communication and interpersonal skills to build rapport with clients.
• Ability to analyze financial data and market trends to provide strategic advice.
• Proficiency in client acquisition and retention strategies.

If you are passionate about helping clients achieve their financial goals and have the required skills and experience, we invite you to apply for this exciting opportunity as an NRI Relationship Manager.