AKC Capital is currently seeking a full-time LEAD / RM – NRI Wealth Management professional based in Bengaluru / South region. This role involves managing and growing relationships with NRI clients by understanding their financial goals and offering customised wealth management solutions across various asset classes.

Key responsibilities include:
- Regular client engagement and portfolio reviews.
- Proactive input on investments, risk management, and estate planning needs.
- Sourcing recent NRI clients and deepening wallet share with existing clients.
- Ensuring high standards of service and compliance with regulatory requirements.
- Coordinating with internal product, research, and operations teams for seamless execution and reporting.

Qualifications for this role include:
- Proven experience in wealth management or private banking, particularly with NRI clients.




- Should be able to move an AUM of at least 40-50 crores within a period 3 to 6 months of joining the firm.
- Strong knowledge of investment products and financial planning concepts.
- Excellent interpersonal, negotiation, and client-servicing skills.
- Solid understanding of regulatory and compliance requirements related to NRI investments.
- A Bachelor’s degree in Finance, Business, Economics, or a related field, with relevant certifications being an advantage.
- Strong analytical and problem-solving skills, attention to detail, and the ability to work independently and collaboratively.
- Proficiency in CRM tools and portfolio reporting systems.
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📌 Lead / RM -NRI Wealth Management (Bengaluru)
🏢 AKC Capital
📍 Bengaluru