NRI Relationship Manager

5 days ago

Mumbai, India Dalmia Wealth Pvt Ltd Full time

Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. We have a varied client base incuding abroad.We’re Hiring: NRI Relationship Managers (RMs)Be part of a new-age Wealth Desk expanding GloballyAfter  25 years of trust and performance , we’ve evolved from a leading Mutual Fund Distributor into a  comprehensive wealth management platform — offering  Mutual Funds, PMS, AIFs, PE Funds, and curated investment solutions .Now, as we scale our presence across India, we’re building a team of  driven, connected, and entrepreneurial NRI Relationship Managers to lead this next phase of growth.Role: NRI Relationship Manager (RM)Experience: 3–5 yearsLocation: Pan India (preferred: major metros)Industry: Wealth Management / AMC / Banking / Financial AdvisoryWhat You’ll Do:· Build, manage, and grow relationships with  NRI clients globally.· Offer  end-to-end wealth planning across multiple asset classes — Mutual Funds, PMS, AIFs, and PE opportunities.· Leverage your  existing client book and network to grow AUM and deepen wallet share.· Identify and onboard new clients through relationship-driven outreach and referrals.· Conduct portfolio reviews, monitor performance, and ensure client satisfaction.· Collaborate with internal research and product teams to deliver  tailored investment strategies .· Contribute strategically to our  national expansion and product diversification efforts .Who You Are:· 3–5 years of experience managing  NRI or HNI clients in Banks, AMCs, or Wealth Management firms.· Proven  AUM book and active client relationships .· Deep understanding of  mutual funds, PMS, AIFs, PE funds, and financial planning principles .· Strong relationship, communication, and advisory skills.· Entrepreneurial mindset — you think like a partner, not just an RM.· Ambitious, ethical, and client-first in every decision.What We Offer:· A chance to be part of a  fast-growing, full-service wealth platform .·  Performance-driven, transparent compensation — with unlimited upside.·  Freedom + Support: operate independently with a strong research, operations, and product backbone.· Be a key part of our  national expansion story — and shape the next phase of our legacy.Ready to help us redefine wealth management?Send your profile to  ( ) with the subject:  “NRI RM – Wealth Desk Expansion”

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