Wealth Manager - Gujarati / Malayalam Speaking

SBNRI; Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

SBNRI is building financial solutions for NRIs, helping them navigate wealth and investments in India. You will develop deep understanding of clients’ financial goals, cultivate long-term NRI relationships, and provide strategic recommendations on India-based opportunities.

You will collaborate with the Research team for portfolio construction and help digitise client-facing processes. Ideal candidates bring knowledge of mutual funds, PMS, AIFs, bonds, or structured products, and experience in

Qualifications

• Build deep understanding of clients’ financial goals and requirements.
• Build strong, long-term relationships with NRI clients.
• Provide strategic recommendations around India-based investment opportunities.
• Work closely with Research team for portfolio construction.
• Help digitise and improve client-facing processes.

Responsibilities

• Understand client goals and tailor investment strategies.
• Foster long-term client relationships among NRIs.
• Recommend India-based investment opportunities.
• Collaborate with Research for portfolio construction.
• Drive digitisation of client-facing workflows.

Skills

Client relationship building

Strong communication in English

Financial product knowledge

NRI wealth/investments experience

Tools

CRM

Excel

PowerPoint

Job description

At SBNRI, we are building financial solutions for NRIs and helping them navigate their wealth and investment journey in India.

* Build a deep understanding of clients’ financial goals and requirements.

* Build strong, long-term relationships with NRI clients.

* Provide strategic recommendations around India-based investment opportunities.

* Work closely with our Research team for pre- and post-investment portfolio construction.

* Help solve for a highly underserved audience and contribute towards building a better wealth experience for NRIs.

* Bring a product mindset and identify opportunities to digitise and improve client-facing processes.

* Understanding of financial products such as Mutual Funds, PMS, AIFs, Bonds, Structured Products, etc., with experience in at least one of these areas.

* Experience in NRI Wealth / Investments will be an advantage.

* Strong communication skills and proficiency in English.

* Proficiency in CRM, Excel, and PowerPoint.

* Most importantly, someone excited about creating an impact in the NRI financial ecosystem and passionate about building and disrupting the space.