NRI Wealth Manager (2-5 Yrs) Gurgaon/Gurugram (BFSI Sales) by HRIZEN TECHNO SERVICES

Updazz.com (July-2017 से पंजीकृत) ने 6 दिन पहले इस नौकरी को पोस्ट किया था

Job Responsibility :As a Wealth Manager, you will be responsible for:- Building long-term relationships with NRI clients- Understanding client financial goals and crafting strategic investment recommendations- Handling India-based wealth & investment advisory for NRIs- Collaborating with internal Service RMs for pre- and post-investment executionRequirements:- 2-5 years of experience in a client-facing investment advisory or wealth management role with a wealth-tech, PMS, or investment firm- Strong understanding of products such as Mutual Funds, PMS, AIFs, Bonds, Structured Products (experience in at least one is essential)- Good communication skills and client-handling ability- Exposure to tools like Excel, CRM, and PowerPoint- Bonus: Experience in NRI Investment/Wealth domain- Product-oriented mindset - keen on digitising traditional investment processesWhy Join SBNRI?- Opportunity to work at India s leading NRI fintech platform- Backed by reputed investors and led by seasoned founders- High-growth role with exciting incentive structures- Work in a lean, impact-focused team- 5-day work week and Gurgaon-based collaborative setup (ref:updazz.com)

Payroll Type : Permanent