This role is for one of Weekday’s clientsSalary range: Rs 1000000 - Rs 2000000 (ie INR 10 - 20 LPA)Min Experience: 5+ yearsLocation: Gurugram, Haryana, India, Gurgaon, Haryana, IndiaJobType: full-timeWe are seeking an experienced NR RM (Non-Resident Relationship Manager) with 5–10 years of experience in banking, investment advisory, and wealth management. The ideal candidate will have strong expertise in managing Non-Resident Indian (NRI) clients, understanding their financial objectives, and providing customized investment and wealth management solutions.The role requires a strong understanding of banking products, investment solutions, portfolio management, and wealth management, along with excellent relationship-building and communication skills. The candidate will be responsible for developing long-term relationships with NRI clients while identifying opportunities to grow the client portfolio and achieve business targets.RequirementsKey ResponsibilitiesManage and develop relationships with NRI/HNI clients, understanding their financial goals, investment preferences, and risk profiles.Provide personalized wealth management and investment solutions based on client requirements and financial objectives.Act as a trusted investment specialist, advising clients on suitable investment products, asset allocation, portfolio diversification, and long-term wealth creation.Develop a strong understanding of banking products and services relevant to NRI customers, including NRE/NRO accounts, deposits, remittances, loans, insurance, and investment products.Identify cross-selling and up-selling opportunities across banking, investment, and wealth management products.Acquire new NRI clients through referrals, networking, existing relationships, and other business development channels.Maintain regular engagement with clients and provide timely updates regarding their portfolios, investments, and financial requirements.Analyze client portfolios and recommend appropriate investment strategies based on market conditions, financial objectives, and risk appetite.Coordinate with internal teams including investment specialists, operations, compliance, credit, and product teams to ensure seamless client servicing.Ensure adherence to applicable KYC, AML, regulatory, compliance, and banking guidelines for NRI relationships.Monitor client portfolios and proactively identify opportunities or risks requiring attention.Maintain accurate client records, relationship information, investment details, and business pipeline.Achieve assigned revenue, acquisition, investment, and portfolio growth targets.Required SkillsMust-Have SkillsBankingInvestment SpecialistWealth ManagementStrong understanding of NRI banking and financial productsInvestment advisory and portfolio management knowledgeClient relationship managementFinancial planning and investment analysisStrong sales and business development skillsExcellent communication and interpersonal skillsGood-to-Have SkillsExperience managing NRI/HNI/UHNI client portfoliosKnowledge of mutual funds, equities, bonds, structured products, insurance, and alternative investmentsUnderstanding of global investment products and marketsKnowledge of NRE/NRO banking regulations and FEMA guidelinesRelevant banking, investment, or wealth management certificationsExperience & QualificationsExperience: 5–10 years in banking, wealth management, investment advisory, private banking, or related financial services.Bachelor's degree in Finance, Economics, Business Administration, or a related field.Relevant professional certifications in investments, banking, or wealth management will be an advantage.Ideal CandidateThe ideal candidate is a client-focused banking and wealth management professional with strong investment expertise and a proven ability to build and manage NRI relationships. You should be commercially driven, financially knowledgeable, and capable of providing high-quality investment guidance while delivering an exceptional client experience.
This role is for one of Weekday’s clients
Salary range: Rs 1000000 - Rs 2000000 (ie INR 10 - 20 LPA)
Min Experience: 5+ years
Location: Gurugram, Haryana, India, Gurgaon, Haryana, India
JobType: full-time
We are seeking an experienced NR RM (Non-Resident Relationship Manager) with 5–10 years of experience in banking, investment advisory, and wealth management. The ideal candidate will have strong expertise in managing Non-Resident Indian (NRI) clients, understanding their financial objectives, and providing customized investment and wealth management solutions.
The role requires a strong understanding of banking products, investment solutions, portfolio management, and wealth management, along with excellent relationship-building and communication skills. The candidate will be responsible for developing long-term relationships with NRI clients while identifying opportunities to grow the client portfolio and achieve business targets.
Requirements
Key Responsibilities
- Manage and develop relationships with NRI/HNI clients, understanding their financial goals, investment preferences, and risk profiles.
- Provide personalized wealth management and investment solutions based on client requirements and financial objectives.
- Act as a trusted investment specialist, advising clients on suitable investment products, asset allocation, portfolio diversification, and long-term wealth creation.
- Develop a strong understanding of banking products and services relevant to NRI customers, including NRE/NRO accounts, deposits, remittances, loans, insurance, and investment products.
- Identify cross-selling and up-selling opportunities across banking, investment, and wealth management products.
- Acquire new NRI clients through referrals, networking, existing relationships, and other business development channels.
- Maintain regular engagement with clients and provide timely updates regarding their portfolios, investments, and financial requirements.
- Analyze client portfolios and recommend appropriate investment strategies based on market conditions, financial objectives, and risk appetite.
- Coordinate with internal teams including investment specialists, operations, compliance, credit, and product teams to ensure seamless client servicing.
- Ensure adherence to applicable KYC, AML, regulatory, compliance, and banking guidelines for NRI relationships.
- Monitor client portfolios and proactively identify opportunities or risks requiring attention.
- Maintain accurate client records, relationship information, investment details, and business pipeline.
- Achieve assigned revenue, acquisition, investment, and portfolio growth targets.
Required Skills
Must-Have Skills
- Banking
- Investment Specialist
- Wealth Management
- Strong understanding of NRI banking and financial products
- Investment advisory and portfolio management knowledge
- Client relationship management
- Financial planning and investment analysis
- Strong sales and business development skills
- Excellent communication and interpersonal skills
Good-to-Have Skills
- Experience managing NRI/HNI/UHNI client portfolios
- Knowledge of mutual funds, equities, bonds, structured products, insurance, and alternative investments
- Understanding of global investment products and markets
- Knowledge of NRE/NRO banking regulations and FEMA guidelines
- Relevant banking, investment, or wealth management certifications
Experience & Qualifications
- Experience: 5–10 years in banking, wealth management, investment advisory, private banking, or related financial services.
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Relevant professional certifications in investments, banking, or wealth management will be an advantage.
Ideal Candidate
The ideal candidate is a client-focused banking and wealth management professional with strong investment expertise and a proven ability to build and manage NRI relationships. You should be commercially driven, financially knowledgeable, and capable of providing high-quality investment guidance while delivering an exceptional client experience.
At Weekday (backed by YC; also Product Hunt #1 product of the day), we are building the next frontier in hiring. We have built the largest database of white collar talent in India and have built outreach tools on top of it to generate highest response rates.
At Weekday (backed by YC; also Product Hunt #1 product of the day), we are building the next frontier in hiring. We have built the largest database of white collar talent in India and have built outreach tools on top of it to generate highest response rates.
