NRI Relationship Manager – Wealth Management
Company Overview
We are a growing boutique wealth management firm focused on delivering customized, high-conviction investment solutions to High Net Worth Individuals (HNI) and Non-Resident Indian (NRI) clients. As part of our strategic expansion, we are strengthening our NRI vertical with a focused approach toward NRI clients and the Gulf Cooperation Council (GCC) – Dubai corridor.
Job Summary
We are seeking an entrepreneurial and performance-driven NRI Relationship Manager to manage and expand domestic NRI relationships while actively increasing our business presence in the Dubai/GCC segment. The individual in this role will be responsible for client ownership, revenue accountability, and contributing meaningfully to long-term Asset Under Management (AUM) growth.
Responsibilities
- Manage and grow an existing portfolio of NRI clients.
- Acquire new NRI clients aligned with the firm’s growth strategy.
- Drive AUM growth through advisory services across Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Bonds, Structured Products, Insurance, and other wealth solutions.
- Build and deepen relationships with clients within the GCC – Dubai NRI corridor.
- Conduct periodic portfolio reviews and deliver tailored wealth solutions to clients.
- Travel to Dubai and other client locations for business development and relationship management.
- Ensure regulatory compliance and seamless client servicing in coordination with internal teams.
- Contribute to strengthening the firm’s positioning in the NRI wealth segment.
Qualifications
- 4 – 8 years of experience in Private Banking or Wealth Management managing NRI clients.
- Proven experience handling NRI clients.
- Exposure to the GCC/Dubai NRI market preferred.
- Should have a transferable and active book with significant AUM.
- Strong acquisition mindset with the appetite to scale NRI business.
- Sound understanding of cross-border investment regulations.
- Excellent relationship-building and advisory skills.
Preferred Skills
- Client acquisition and portfolio management expertise.
- Knowledge of wealth advisory and investment strategies.
- Proficiency in business development within domestic and GCC NRI segments.
- Strong revenue ownership and target orientation.
- Networking capabilities within the HNI/NRI ecosystem.
Experience
- 4 – 8 Years of relevant experience in wealth management and client management.
Environment
- Onsite position based in Bangalore, with travel to Dubai and other client locations as needed.
Salary
Compensation is in line with market standards plus performance-linked incentives.
Growth Opportunities
There are potential career advancement opportunities within the firm as it continues to expand its NRI vertical and strengthen its business footprint in the GCC region.
Benefits
- Comprehensive benefits package including insurance and paid leave opportunities (specific details on benefits may be provided upon request).
