NRI Wealth Manager - Gujarati Speaking

Sbnri Technologies; Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

SBNRI is hiring 2 Wealth Managers with strong proficiency in Gujarati or Malayalam to serve NRIs in India. You will build deep client relationships, understand financial goals, and offer strategic investment recommendations.

Collaborate with the Research team on portfolio construction and help digitize client processes to improve experiences for an underserved NRI audience. English communication is essential, with local language fluency as required.

Qualifications

• 1-3 years of experience in Wealth Management, Bank Wealth, Wealth-Tech, or client-facing financial advisory.
• Knowledge of financial products (Mutual Funds, PMS, AIFs, Bonds, Structured Products, etc.) with hands-on experience in at least one area.
• Strong communication skills in English, alongside fluency in Gujarati or Malayalam.
• Proficiency in CRM tools, Excel, and PowerPoint.
• Experience in NRI Wealth/Investments is a plus.
• A strong passion for making an impact in the NRI financial ecosystem.

Responsibilities

• Build a deep understanding of clients' financial goals and establish strong, long-term relationships.
• Provide strategic recommendations on India-based investment opportunities.
• Collaborate with our Research team on portfolio construction.
• Apply a product mindset to identify opportunities to digitize and improve client processes.
• Solve key challenges for a highly underserved NRI audience.

Skills

Wealth management

Client relationship management

Gujarati/Malayalam fluency

English communication

Tools

CRM tools

Excel

PowerPoint

Job description

We are hiring 2 Wealth Managers at SBNRI with strong proficiency in either Gujarati or Malayalam.

SBNRI builds financial solutions to help NRIs navigate their wealth and investment journey in India.

Key Responsibilities:

• Build a deep understanding of clients' financial goals and establish strong, long-term relationships.
• Provide strategic recommendations on India-based investment opportunities.
• Collaborate with our Research team on portfolio construction.
• Apply a product mindset to identify opportunities to digitize and improve client processes.
• Solve key challenges for a highly underserved NRI audience.

Requirements:

• 1-3 years of experience in Wealth Management, Bank Wealth, Wealth-Tech, or client-facing financial advisory.
• Knowledge of financial products (Mutual Funds, PMS, AIFs, Bonds, Structured Products, etc.) with hands-on experience in at least one area.
• Strong communication skills in English, alongside fluency in Gujarati or Malayalam.
• Proficiency in CRM tools, Excel, and PowerPoint.
• Experience in NRI Wealth/Investments is a plus.
• A strong passion for making an impact in the NRI financial ecosystem.