NR RM - Relationship Manager

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.

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.