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Homeโ€บCompaniesโ€บEpoch Consultingโ€บNRI-RM
EC

NRI-RM

๐Ÿ“LOCATIONBangalore
๐Ÿ“ˆEXPERIENCE4 to 8 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED30 Jul 2026

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 .

02What you'll need

Experience
4 to 8 Yrs
Employment Type
Full time
Programming languages
Private BankingWealth ManagementMutual FundsPMSBondsStructured ProductsInsuranceClient AcquisitionNRI clientsAIF

03About EPOCH CONSULTING

BFSIIndustry
Full timeEmployment Type
BangaloreLocation
Not Disclosed ยท salary hidden by employer
4 to 8 Yrs ยท Bangalore
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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