Hiring: Experienced NRI Wealth Management Relationship Manager

Location:
Mumbai

Function:
Wealth Management / NRI Banking / Investment Advisory

Experience:
5+ Years Preferred

Employment Type:
Full time

We are looking for an
Experienced NRI Wealth Management Relationship Manager
to join our growing Wealth Management business and build long-term relationships with
NRI, HNI and affluent clients across the UK, UAE, Middle East, USA, Canada and other international markets
.

This is a growth-oriented role for an experienced wealth professional who understands the financial requirements of overseas Indians and has the ability to acquire, advise and manage high-value client relationships.

Key Responsibilities
- Acquire and develop relationships with
NRI, HNI and affluent Indian clients living overseas
.
- Manage an existing portfolio while continuously growing the NRI client base through referrals, networking, professional connections and strategic partnerships.
- Understand clients' financial objectives, family circumstances, investment horizon,



risk appetite and liquidity requirements.
- Provide suitable wealth management solutions across products such as:

Mutual Funds

Portfolio Management Services (PMS)

Alternative Investment Funds (AIF)

Bonds and Fixed Income

NRI Deposits

Equity and Investment Solutions

Insurance and Protection

Retirement Planning

Estate & Succession Planning

Other approved Wealth Management solutionsDevelop comprehensive relationships rather than focusing on individual product sales
- Increase
Assets Under Management (AUM)
and revenue from assigned and newly acquired clients.
- Identify opportunities for cross-selling and deepening existing client relationships.
- Maintain regular engagement with clients through portfolio reviews, market updates and financial planning discussions.
- Coordinate with investment, research, operations, compliance and product teams to deliver a seamless client experience.
- Build relationships with
Chartere

📌 Experienced NRI Wealth Management Relationship Manager (Mumbai)
🏢 AMPL Wealth Management
📍 Mumbai