01Overview
Job Opportunity: NRI Relationship Manager Wealth Management
Opportunity Overview
Role: NRI Relationship Manager Wealth Management
Location: Onsite Bangalore (with travel to Dubai & other client locations)
Experience: 48 Years
Organization Type: Boutique Wealth Management Firm
Compensation: In line with market standards + performance-linked incentives
About the Organization
We are a growing boutique wealth management firm focused on delivering customized, high-conviction investment solutions to HNI and NRI clients. As part of our strategic expansion, we are strengthening our NRI vertical with a focused approach towards NRI clients and the GCCDubai corridor.
Role Overview
We are seeking an entrepreneurial and performance-driven NRI Relationship Manager to manage and scale domestic NRI relationships while actively expanding business presence in the Dubai/GCC segment. The role requires strong client ownership, revenue accountability, and the ability to contribute meaningfully to long-term AUM growth.
Key Responsibilities
Manage and grow an existing portfolio of NRI clients.
Acquire new NRI clients aligned with the firms growth strategy.
Drive AUM growth through advisory across Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance, and other wealth solutions.
Build and deepen relationships with clients within the GCCDubai NRI corridor.
Conduct periodic portfolio reviews and deliver tailored wealth solutions.
Travel to Dubai and other client locations for business development and relationship management.
Ensure regulatory compliance and seamless client servicing in coordination with internal teams.
Contribute to strengthening the firms positioning in the NRI wealth segment.
Candidate Profile
48 years of experience in Private Banking / Wealth Management managing NRI clients
Proven experience handling NRI clients.
Exposure to GCC/Dubai NRI market preferred.
Should have a transferable and active book with decent AUM.
Strong acquisition mindset with appetite to scale NRI business.
Sound understanding of cross-border investment regulations.
Excellent relationship-building and advisory skills.
Key Competencies
Client Acquisition &
Portfolio Management
Wealth Advisory &
Investment Knowledge
Business Development (Domestic &
GCC NRI Segment)
Revenue Ownership &
Target Orientation
Networking within HNI/NRI ecosystem
Performance Metrics
Net AUM addition
Revenue generation
New client acquisition
GCC/Dubai business contribution
Client retention & engagement .