Sr. NRI Wealth Relationship Manager

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.