Private Wealth Manager- NRI

Role Overview: As a Private Wealth Manager-NRI at Bellwether Associates, your primary responsibility will be to develop and manage long-term relationships with NRI clients. Your role involves understanding their financial goals and providing tailored financial solutions to help them achieve their objectives. This is a full-time, on-site position located in Gurugram. Key Responsibilities: - Identify and acquire new NRI customers through referrals, networking, and marketing initiatives - Develop and maintain relationships with NRI customers, ensuring exceptional service and support - Understand the financial needs and goals of NRI customers, offering customized investment solutions - Cross-sell various investment products and services to NRI customers, including investments, loans, and insurance - Monitor and manage the NRI customer portfolio, ensuring timely documentation, compliance, and risk management - Collaborate with internal teams like operations, credit, and product to ensure seamless service delivery to NRI customers - Stay updated on market trends and competition in the NRI segment to identify new business opportunities - Achieve individual and team targets for business growth and revenue generation Qualifications: - Experience in Investment products for NRI - In-depth understanding of financial regulations and NRI financial planning - Strong skills in Investment Management and Finance - Excellent communication and interpersonal skills - Ability to work independently and manage client relationships effectively - Bachelor's degree in Finance, Economics, Business Administration, or a related field Please note that Bellwether Associates specializes in creating personalized financial strategies tailored to individual goals, needs, and risk tolerance. Their client-centric approach focuses on building long-term relationships and offering unique, customized solutions rather than generic products. Experienced wealth managers provide expert guidance across various services, including liability management, life stage roadmaps, risk management, global investments, tax solutions, retirement planning, alternate investment funds, and wills and estate planning.,