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 robust 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.

Requirements

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 portfolio

📌 NR RM (Gurugram)
🏢 Weekday AI
📍 Gurugram