NRI Relationship Manager

# 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).