NRI Relationship Manager

ecH-aaR Manpower Solutions; Navi Mumbai; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

ecH-aaR Manpower Solutions in Mumbai region is seeking a dedicated NRI Relationship Manager to nurture relationships with NRIs and HNIs, focusing on wealth management and acquisition. The candidate will drive client engagement with tailored financial solutions and proactive portfolio reviews.

You will collaborate with internal teams, stay abreast of market trends, and ensure regulatory compliance while delivering superior service to high-net-worth clients.

Qualifications

• Experience in NRI sales and relationship management with wealth management principles.
• Excellent communication and interpersonal skills for client rapport.
• Strong analytical ability to assess client needs and tailor financial solutions.

Responsibilities

• Develop and maintain relationships with NRI clients to meet wealth goals.
• Identify and acquire new HNI clients via referrals and networking.
• Provide expert advice on investments and financial products for NRIs/HNIs.
• Review client portfolios regularly and suggest adjustments.
• Collaborate with internal teams to deliver exceptional service.
• Stay updated on market trends and regulatory changes affecting NRIs.

Skills

NRI sales

Wealth management

Relationship management

Communication skills

Team player

Job description

We are seeking a dedicated NRI Relationship Manager to join our team in the Mumbai Region, Maharashtra. The ideal candidate will be responsible for managing and nurturing relationships with Non-Resident Indian (NRI) clients, focusing on wealth management and high-net-worth individual (HNI) acquisition. This role requires a proactive approach to client engagement and a deep understanding of the financial needs of NRIs and HNIs.

Key Responsibilities

• Develop and maintain strong relationships with NRI clients, ensuring their financial needs are met through tailored wealth management solutions.
• Identify and acquire new HNI clients through networking and referrals, enhancing the client base.
• Provide expert advice on investment opportunities, financial products, and services that align with clients' goals.
• Conduct regular reviews of client portfolios and recommend adjustments as necessary to optimize performance.
• Collaborate with internal teams to deliver exceptional service and support to clients.
• Stay updated on market trends and regulatory changes affecting NRI investments and wealth management.

Required Skills

• Proven experience in NRI sales and relationship management, with a strong understanding of wealth management principles.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Strong analytical skills to assess client needs and recommend appropriate financial solutions.
• Ability to work independently and as part of a team in a fast-paced environment.
• Knowledge of financial products and services relevant to NRIs and HNIs.