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NRI Wealth Manager

2 - 5 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description


  • As the

    NRI Relationship/ Wealth Manager

    , you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.


  • You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved.


  • The person who is passionate to disrupt NRI space should definitely apply.


  • Min 2- 5 years of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role.


  • Understanding of various financial products – PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these.


  • A product mindset - understanding of how processes can be digitised.


  • Experience in NRI Wealth/ Investments space would be an advantage.


  • Proficiency in English, CRM, Excel and PPT.


  • Compensation -

  • exciting incentive structure


Location – Gurgaon

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