NRI Relationship Manager

2 - 5 years

0 Lacs

Gurugram, Haryana, India

Posted:2 weeks ago| Platform: Linkedin logo

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Skills Required

service crm excel compensation

Work Mode

On-site

Job Type

Full Time

Job Description

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 - Salary - 8 lpa Max Exciting incentive structure Location – Gurgaon Show more Show less

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