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 qualified 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 Advis

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