About the job

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 skilled 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 Chartered Accountants, Tax A

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