Sr NRI Wealth Relationship Manager

1 day ago

Malad, India MUDRA PORTFOLIO Full time

Job Title: Senior NRI Wealth Relationship ManagerLocation: MumbaiExperience: 5 years + in BFSI/HNI/NRI investments Salary Range: INR 12,00,000 p.a. to INR 18,00,000 p.a.Are you passionate about building deep, meaningful relationships with high-value clients across the globe? Do you have a flair for financial consulting and a desire to travel internationally while making a real impact? If so, this opportunity is tailor-made for you.As a NRI Relationship Manager – Global NRI Wealth, you'll work closely with Non-Resident Indian (NRI) and High-Net-Worth Individuals (HNI), advising them on tailored financial solutions and investment strategies. This isn't your average desk job—you'll be engaging with clients across multiple countries, leading financial literacy sessions, and delivering presentations that truly make a difference.What You’ll Do:🌟 Build and nurture relationships with elite NRI and HNI clients, offering personalized financial guidance🌍 Travel internationally with your team to meet clients, host seminars, and create memorable experiences📈 Deliver strategic advice across wealth management, investment planning, and financial consultancy🎤 Conduct financial literacy workshops and speak at events to empower clients with knowledge and insight💼 Be a part of a global wealth management initiative that combines prestige, performance, and purposeWhy This Role Stands Out:• A rare chance to work with global clientele• Opportunities for international travel and cultural immersion• A role that blends strategy, consulting, and relationship-building• Work in a dynamic, forward-thinking financial institution that values innovation and trust🔑 Key Performance Indicators (KPIs)Your success will be measured through:• ✅ Achievement of Sales Acquisition and Revenue Targets• 📊 Growth of Client Portfolio/Book Size• 🌟 Delivery of Exceptional Client Service in line with our quality standards🧠 Core Competencies & SkillsTo thrive in this role, you’ll bring:• 💬 Excellent Communication & Presentation Skills• 💼 A strong grasp of financial markets and products• 🔍 The ability to analyze complex information and explain it with clarity• 🤝 Powerful sales, negotiation, and influencing abilities• 🧠 A passion for consultative relationship management• 🧾 Proficiency in Excel and strong data management capabilitiesThis role is perfect for someone who enjoys connecting with clients, solving complex financial puzzles, and working in a fast-paced, high-impact environment.📩 Ready to Elevate Your Career?If this sounds like you, we’d love to hear from youSend your resume to: hradmin@mudraportfolio.com

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