NRI Wealth Relationship Manager

5 hours ago

Mumbai, Maharashtra, India Zigsaw Full time ₹ 80,00,000 - ₹ 1,50,00,000 per year
NRI WEALTH RELATIONSHIP MANAGER Location: Mindspace, Malad West, Mumbai (Onsite) Experience Required: 3 years+ (Work From Office) Joining Date : Immediate or within 1 month Salary Range: up TO 15 lpa + Additional benefits as per company's norms (Medi claim, Incentives, Travel Allowance, Phone Allowance etc)
Monday to Saturday 9:45AM-6:45PM Except 2nd Saturday

Preferred Sector: BFSI (Knowledge about Mutual Funds / Insurance Products)
I: KEY RESPONSIBILITY AREAS: A NRI Wealth Relationship Manager would primarily deal with individual NRI; HNI customers and advise them on various financial products and services offered by the organization. The job involves travelling abroad for client meetings and event participation.
# Business Sourcing and revenue Generation: 1. To Source new business by acquiring new NRI clients and/or from cross selling of products to the existing NRI and HNI clients 2. Acquire, retain, and deepen NRI Clients portfolio to maximize sales performance to achieve revenue targets through, wealth management products, real estate products, asset related products (secured, unsecured) and any other products being offered by the organization... 3. Grow NRI AUM and Sales revenue on a month on month basis. 4. Support Managers in developing and implementing action plans to achieve business objectives. 5. Increase product per customer on a regular basis within current NRI customer base.
6. Organize and participate in all promotion activities organized at the organization. # Operational Governance. 1. Ensure all processes are followed to ensure that there are no operating losses/ Frauds. 2. Accurate and timely processing of customer instructions 3. Ensure adherence to KYC Norms. 4. Maintain standards to comply with Company Audit.
# Customer Experience Management  1. Ensure effective relationship management by monitoring the movement of the NRI customers and implement a customer retention program.  2. Minimize rejections and customer complaints to create a wow experience. 3. Hold periodic customer meets and branch promotions to generate more business. 4. Customer query handling / complaint resolution. 5. Specific initiatives taken to improve service and reduce bottlenecks and customer complaint 6. Customer visits as per laid down call frequency.
II: INDICATIVE KPIs 1. % Achievement of Sales Acquisition; Revenue targets. 2. % Achievement of Book Growth targets. 3. % Achievements of Service Standards.
III: COMPETENCIES SKILLS REQUIRED A Relationship Manager is required to interact with customers for most part of his/her day and so good communication and presentation skills are a prerequisite for the job. The job also requires thorough financial and sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are: 1. Excellent communication Skills 2. Understanding and interest in financial products and markets 3. Ability to analyze information. 4. Ability to explain complex information clearly and simply. 5. Good sales, negotiation, influencing skills. 6. Excellent Customer Relationship Management skills.
 Passport is a must as candidate has to travel to international locations multiple times

  • Relationship Manager

    2 days ago

    Mumbai, Maharashtra, India Green Start Management Consultancy Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Title: NRI Relationship ManagerLocation: MumbaiLeading Bank is looking for a passionate and customer-focusedNRI Relationship Managerto join the team inMumbai.If you have experience inNRI banking, wealth management, and enjoy building long-term client relationships, this could be the perfect opportunity for you Key Responsibilities:Acquire and manage...

  • Nri Relationship Officer

    2 weeks ago

    Mumbai, Maharashtra, India Yes Bank Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesManage relationships with Non-Resident Indians (NRIs) to acquire new customers and expand existing ones.Develop a deep understanding of NRI customer needs and preferences to provide tailored solutions.Collaborate with internal teams to resolve issues related to NRI accounts and services.Maintain accurate records of client...

  • Relationship Manager, Wealth

    5 days ago

    Navi Mumbai, Maharashtra, India QuickTurtle Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs.4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective...

  • Relationship Manager – Wealth Management

    1 week ago

    Mumbai, Maharashtra, India Jr Laddha Financial Services PrivateLimited Full time ₹ 60,00,000 - ₹ 70,00,000 per year

    Job Description:Relationship Manager – Wealth Management (Sales)Location:Mumbai – Lower Parel, Kolkata (On-site)Department:Wealth ManagementReporting To:Vice President– Wealth ManagementCompensation:INR 6 – 7 LPA (Fixed) + Performance-Based IncentivesRole OverviewAs a Relationship Manager, we are looking for a dynamic and client-focused professionals...

  • Relationship Manager – Wealth Management

    3 days ago

    Mumbai, Maharashtra, India JR Laddha Financial Services Pvt. Ltd. Full time US$ 60,00,000 - US$ 81,00,000 per year

     Job Description: Relationship Manager Wealth Management (Sales)Location: Mumbai Lower Parel, Kolkata (On-site)Department: Wealth ManagementReporting To: Vice President Wealth ManagementCompensation: INR 6 7 LPA (Fixed) + Performance-Based IncentivesRole OverviewAs a Relationship Manager, we are looking for a dynamic and client-focused professionals from...

  • Private Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

  • Relationship Manager

    7 hours ago

    Mumbai, Maharashtra, India InCred Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    InCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...

  • Relationship Manager

    5 days ago

    Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We're Hiring – Relationship Managers (Wealth Products | MF / PMS / AIF) for the Mumbai Location,Dalmia Wealth Pvt. Ltd., a fast-growing third-party wealth distribution house, is expanding its footprint in Mumbai.We're looking for Relationship Managers with 3–5 years of experience in Mutual Funds, PMS, AIF, or Wealth Management, who are passionate about...

  • Wealth Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India That's My Job. Full time ₹ 88,800 - ₹ 12,00,000 per year

    We are hiring CPF Relationship manager.This role is a key front-line position in our practice, helping us deliver on our promise of holistic, trustworthy, and high-impact financial planning.Success in this role means becoming a dependable relationship anchor for our HNI/NRI clients, offering practical and empathetic financial solutions, and contributing to...

  • Wealth Relationship Manager

    11 hours ago

    Mumbai, Maharashtra, India Zigsaw Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company Overview: Zigsaw is a leading financial services organization in the None industry, dedicated to providing exceptional wealth management solutions to retail and high-net-worth individuals. With a strong focus on customer satisfaction and achieving revenue targets, Zigsaw offers a wide range of financial products and services to meet the diverse needs...