NRI Relationship Manager

ecH-aaR Manpower Solutions; Thane; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

ecH-aaR Manpower Solutions in Mumbai region seeks an experienced NRI Relationship Manager to build and nurture client relationships among NRIs and HNIs, focusing on wealth management and tailored investment solutions.

You will identify new HNI clients, provide expert investment guidance, review portfolios regularly, and collaborate with internal teams to deliver exceptional service in a dynamic market.

Qualifications

• Experience in NRI sales and relationship management.
• Excellent communication and interpersonal skills to build client rapport.
• Strong analytical skills to assess client needs and tailor financial solutions.
• Ability to work independently and in a fast-paced environment.
• Knowledge of financial products for NRIs and HNIs.

Responsibilities

• Develop and maintain strong relationships with NRI clients, delivering wealth management solutions.
• Identify and acquire new HNI clients through networking and referrals.
• Provide expert advice on investments and financial products aligned with client goals.
• Conduct regular reviews of client portfolios and recommend adjustments.
• Collaborate with internal teams to deliver exceptional service to clients.
• Stay updated on market trends and regulatory changes affecting NRI investments.

Skills

NRI sales

Wealth management

Client relationship

Portfolio review

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.