Nri Relationship Manager

Summary: -

• The NRI RM is the ultimate face of our NRI Sales desk, as (s) he is going to be the final point of contact with the client.
• (S)he would be responsible for acquiring NRI relationships and managing & retaining such relationships by delivering the best standards of services.
• (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.

Pre-Requisites: -

• Candidate with prior experience working in overseas Wealth Management/Private Banking set up, experienced in driving sales.
• Should have stability of minimum tenure of 3-4 years in the current organization.
• Should have own set of Client relationships and AUM and also the team client relationships.

Job Responsibilities:

• Responsible for acquisitions of international HNIs/UHNIs and Building AUM through various financial/ wealth products.
• Engage with HNI / UHNI clients & understand their investment requirements.
• Onboarding, handholding and educating clients on various equity & and wealth products.
• End to end client relationship management.
• Monitoring clients portfolio and updating clients about current market events.

Key Role Requirements:

• Strong knowledge on equity markets from fundamental and technical perspective.
• Minimum 5 years of experience in client Wealth Management with good communication & client engagement skills.