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 strong 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 portfolios and

📌 NR RM (Gurugram)
🏢 Weekday AI (YC W21)
📍 Gurugram