Sr NRI Wealth Relationship Manager
2 weeks ago
Job Title: Senior NRI Wealth Relationship Manager Location: Mumbai Experience: 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 purpose Why 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 & Skills To 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 capabilities This 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 you Send your resume to: hradmin@mudraportfolio.com
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Sr. Relationship Manager/Wealth Management
7 days ago
Pune, Maharashtra, India Job24by7 Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Title: Sr. Relationship Manager - Wealth ManagementLocation: PuneDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer holistic...
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Relationship Manager
4 weeks ago
Pune, Maharashtra, India ink wealth Full timeFounded on a legacy of excellence ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals managing portfolios valued at over 1 million The Role Role Overview We are looking for a dynamic...
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3 Days Left! Relationship Manager
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Coimbatore, Pune, Cochin / Kochi / Ernakulam, India Quick Turtle Full timeJob Description - Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. - Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship....
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Private Wealth Manager
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Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...
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Pune, Maharashtra, India mitraz financial services pvt limited (scripbox) Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description Senior Relationship Manager Wealth Management Position: Relationship Manager (Wealth Management)Experience: 68 yearsLocation: PuneEmployment Type: Full-timeAbout the Role We are seeking a dynamic and client-focused Senior Relationship Manager with 68 years of experience in financial services, wealth management, or private banking. The Sr...
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Pune, Maharashtra, India ink wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearFounded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...
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Telecaller - Wealth Management
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Pune, Maharashtra, India Wealth Impression LLP Full time ₹ 4,00,000 - ₹ 6,00,000 per yearAbout Us:We are a leadingWealth Management & Financial Advisory firmbased in Pune, offering tailored investment and financial planning solutions to individuals and businesses. Our focus is on building long-term relationships through trust, transparency, and performance-driven advice.Key Responsibilities:Engage with existing and prospective clients over...
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Relationship Manager
2 weeks ago
Pune, India 360 ONE Wealth Full timeJob Description Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: - Identify and onboard HNW clients through...
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Relationship Manager
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Pune, India V Konnect Full timeJob Description Role & Responsibilities - Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. - Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. - Identify opportunities for revenue generation by...
