Job Opportunity: NRI Relationship Manager – Wealth Management

Opportunity Overview

- Role: NRI Relationship Manager – Wealth Management
- Location: Onsite – Bangalore (with travel to Dubai & other client locations)
- Experience: 4–8 Years
- Organization Type: Boutique Wealth Management Firm
- Compensation: In line with market standards + performance-linked incentives

About the Organization

We are a growing boutique wealth management firm focused on delivering customized, high-conviction investment solutions to HNI and NRI clients. As part of our strategic expansion, we are strengthening our NRI vertical with a focused approach towards NRI clients and the GCC–Dubai corridor.

Role Overview

We are seeking an entrepreneurial and performance-driven NRI Relationship Manager to manage and scale domestic NRI relationships while actively expanding business presence in the Dubai/GCC segment. The role requires robust client ownership, revenue accountability, and the ability to contribute meaningfully to long-term AUM growth.

Key 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 across Mutual Funds, PMS, 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.
- 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.

Candidate Profile

- 4–8 years of experience in Private Banking / Wealth Management managing NRI clients
- Proven experience handling NRI clients.
- Exposure to GCC/Dubai NRI market preferred.
- Should have a transferable and active book with decent AUM.
- Strong acquisition mindset with appetite to scale NRI business.
- Sound understanding of cross-border investment regulations.
- Excellent relationship-building and advisory skills.

Key Competencies

- Client Acquisition & Portfolio Management
- Wealth Advisory & Investment Knowledge
- Business Development (Domestic & GCC NRI Segment)
- Revenue Ownership & Target Orientation
- Networking within HNI/NRI ecosystem

Performance Metrics

- Net AUM addition
- Revenue generation
- New client acquisition
- GCC/Dubai business contribution
- Client retention & engagement

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