NRI Wealth Manager

Job Description

About SBNRI - SBNRI is first of its kind fintech platform for NRIs to invest, bank and avail taxation services under one umbrella. We are the largest digital NRI platform in India with monthly traction of millions of NRIs. We are disrupting the way investments are managed for retail NRIs. Founded by IIT/ IIM graduates, second-time entrepreneurs and backed by renowned VCs. We won the first ever Bank-tech event organized by Niti Aayog & GIFT City out of 250+ global participants in April 2022 and featured in several news platforms, Financial Express, Mint, Economic Times, Hindu & more. Job Description - As the 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 3- 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 - Negotiable based on the candidate Exciting incentive structure Location – Gurgaon Show more Show less