Wealth Manager – PMS, Mutual Funds & Alternative Investments

SBNRI · Wealth Management · Gurgaon (In office) · 2–5 Years Experience · Full-time

About SBNRI

35 million NRIs are trying to manage their money from thousands of miles away, and most of them don't trust anyone enough to help. SBNRI is building the company that changes that.
We help NRIs across 120+ countries invest and manage their money in India, including mutual funds, fixed deposits, taxation, compliance, and repatriation.
We are building a digital wealth and financial ecosystem for the NRI diaspora, making cross-border wealth management simpler, more accessible, and more transparent.

About the Role

We are looking for a Wealth Manager with 2–5 years of experience in Portfolio Management Services (PMS), Mutual Funds (MF), and Alternative Investment Products.

This role is ideal for someone who understands wealth management, enjoys working with clients, and is excited about helping NRIs manage and grow their wealth in India.

You will work closely with NRI clients, understand their financial goals,



recommend suitable investment solutions, and build long-term relationships.

Our USP: You don't need to spend your time acquiring clients from scratch. Qualified leads are provided by SBNRI,allowing you to focus on client conversations, investment solutions, and relationship management.

Key Responsibilities

* Manage and build long-term relationships with NRI clients across different geographies.
* Understand client financial goals, risk profiles, and investment requirements.
* Advise clients on suitable investment products, including PMS, Mutual Funds, and Alternative Investments.
* Conduct client consultations and explain investment opportunities in a clear and simple manner.
* Convert qualified leads provided by SBNRI into successful client relationships.
* Manage the complete sales and client onboarding journey.
* Coordinate with internal teams to ensure smooth execution and excellent client experience.

📌 Wealth Manager (Gurugram)
🏢 SBNRI
📍 Gurugram