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2 Job openings at NRI Nivesh
Premier Relationship Manager - Global NRI Wealth

maharashtra

5 - 9 years

INR 0.00017 - 0.0002 Lacs P.A.

On-site

Full Time

Are you passionate about building deep, meaningful relationships with high-value clients across the globe Do you have a flair for financial consulting and a desire to travel internationally while making a real impact If so, this opportunity is tailor-made for you. As a Premier Relationship Manager - Global NRI Wealth, you'll work closely with Non-Resident Indian (NRI) and High-Net-Worth Individuals (HNI), advising them on tailored financial solutions and investment strategies. This isn't your average desk job - you'll be engaging with clients across multiple countries, leading financial literacy sessions, and delivering presentations that truly make a difference. What You'll Do: - Build and nurture relationships with elite NRI and HNI clients, offering personalized financial guidance - Travel internationally with your team to meet clients, host seminars, and create memorable experiences - Deliver strategic advice across wealth management, investment planning, and financial consultancy - Conduct financial literacy workshops and speak at events to empower clients with knowledge and insight - Be a part of a global wealth management initiative that combines prestige, performance, and purpose Why This Role Stands Out: - A rare chance to work with global clientele - Opportunities for international travel and cultural immersion - A role that blends strategy, consulting, and relationship-building - Work in a dynamic, forward-thinking financial institution that values innovation and trust Key Performance Indicators (KPIs): Your success will be measured through: - Achievement of Sales Acquisition and Revenue Targets - Growth of Client Portfolio/Book Size - Delivery of Exceptional Client Service in line with our quality standards Core Competencies & Skills: To thrive in this role, you'll bring: - Excellent Communication & Presentation Skills - A strong grasp of financial markets and products - The ability to analyze complex information and explain it with clarity - Powerful sales, negotiation, and influencing abilities - A passion for consultative relationship management - Proficiency in Excel and strong data management capabilities This role is perfect for someone who enjoys connecting with clients, solving complex financial puzzles, and working in a fast-paced, high-impact environment. Ready to Elevate Your Career If this sounds like you, we'd love to hear from you! Send your resume to: hradmin@mudraportfolio.com,

Sr. NRI Wealth Relationship Manager

Mumbai, Maharashtra, India

0 years

INR Not disclosed

On-site

Full Time

Company Description NRI Nivesh is India&aposs most trusted NRI platform, dedicated to helping NRIs make informed financial decisions. Our mission is to create a financially savvy community by providing expert-backed insights and educational resources. We host global real estate expos, 1:1 consultations, and financial literacy exhibitions aimed at guiding NRIs. Our goal is to empower NRIs to make wise investment choices. Role Description This is a full-time on-site role for a Sr. NRI Wealth Relationship Manager based in Mumbai. The Sr. NRI Wealth Relationship Manager will be responsible for providing expert financial advice to NRI clients, developing and maintaining relationships, and offering personalized wealth management solutions. This role involves analyzing financial data, creating investment plans, conducting market research, and ensuring customer satisfaction through regular interactions and updates. Qualifications Experience in financial advisory, wealth management, and investment planning Strong relationship management and client servicing skills Expertise in market research and financial data analysis Excellent communication, presentation, and interpersonal skills Ability to independently manage and grow a portfolio of NRI clients Bachelor&aposs degree in Finance, Business Administration, or related field; MBA or similar advanced qualification is a plus Prior experience working with NRI clients is highly desirable Strong understanding of global markets and real estate investments Passport required for international travel. Show more Show less

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