About the opportunity
Job Overview
Manage and grow a portfolio of Ultra High Net Worth NRI clients by offering comprehensive wealth management and banking solutions.
1) Manage and deepen relationships with existing NRI clients.
2) Advise on investments: MF, PMS, AIF, Insurance, Bonds, etc.
3) Conduct client profiling, risk assessment, and portfolio reviews.
4) Acquire new NRI clients and expand business.
5) Achieve targets on Assets Under Management (AUM), revenue, and cross-sell.
6) Ensure compliance with KYC, AML, and regulatory requirements.
7) Collaborate with internal teams for smooth client servicing.
Looking for Candidates from Banks or Wealth Management firms with good Experience in Managing , Advising and Acquiring NR clients across all asset classes