Private Wealth Manager- NRI

Role Overview: As a Private Wealth Manager-NRI at Bellwether Associates, your primary responsibility is to develop and manage long-term relationships with NRI clients, understand their financial goals, and provide customized financial solutions. Your dedication to client satisfaction and assisting them in achieving their financial objectives will be crucial in this full-time, on-site position based in Gurugram. Key Responsibilities: - Identify and acquire new NRI customers through referrals, networking, and marketing initiatives - Develop and maintain relationships with NRI clients, delivering exceptional service and support - Understand the financial needs and objectives of NRI clients and offer tailored investment solutions - Cross-sell various investment products and services to NRI customers, including investments, loans, and insurance - Monitor and manage the NRI client portfolio, ensuring timely documentation, compliance, and risk management - Collaborate with internal teams such as operations, credit, and product for seamless service delivery to NRI clients - Stay informed about 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 (Note: The additional details about Bellwether Associates have been omitted as they were not explicitly mentioned in the job description provided.) Role Overview: As a Private Wealth Manager-NRI at Bellwether Associates, your primary responsibility is to develop and manage long-term relationships with NRI clients, understand their financial goals, and provide customized financial solutions. Your dedication to client satisfaction and assisting them in achieving their financial objectives will be crucial in this full-time, on-site position based in Gurugram. Key Responsibilities: - Identify and acquire new NRI customers through referrals, networking, and marketing initiatives - Develop and maintain relationships with NRI clients, delivering exceptional service and support - Understand the financial needs and objectives of NRI clients and offer tailored investment solutions - Cross-sell various investment products and services to NRI customers, including investments, loans, and insurance - Monitor and manage the NRI client portfolio, ensuring timely documentation, compliance, and risk management - Collaborate with internal teams such as operations, credit, and product for seamless service delivery to NRI clients - Stay informed about 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 (Note: The additional details about Bellwether Associates have been omitted as they were not explicitly mentioned in the job description provided.)