Financial Relationship Manager
Location: Golf Course Road, Gurugram (Work From Office)
Experience: 3–4 Years
Employment Type: Full-time
About the Role
We are looking for a dynamic and client-focused Financial Relationship Manager to join our growing team. The ideal candidate should have a strong background in Financial Advisory and Wealth Management, with proven experience in managing HNI (High Net Worth Individuals) and NRI (Non-Resident Indian) clients.
This role requires excellent relationship management skills, strong financial acumen, and the ability to provide investment advisory services with a focus on real estate investments.
Key Responsibilities
- Acquire HNI and NRI clients through referrals, professional networks, and company-generated leads.
- Build, manage, and nurture long-term relationships with high-value clients.
- Understand client investment objectives and provide suitable wealth management and investment advisory solutions.
- Prepare investment advisory presentations, portfolio performance reports, and financial analyses.
- Conduct market research and stay updated on real estate investment trends to provide informed recommendations.
- Coordinate with legal, taxation, and other industry experts to facilitate investment transactions.
- Deliver exceptional client service while maintaining the highest standards of professionalism.
- Achieve business development and client acquisition targets.
Required Skills & Qualifications
- 3–4 years of experience in Financial Advisory, Wealth Management, or Investment Advisory.
- Commerce background (B.Com/M.Com/MBA Finance or equivalent).
- Hands-on experience handling HNI and NRI clients.
- Strong understanding of investment products and portfolio management.
- Excellent analytical, calculation, and presentation skills.
- Strong verbal and written communication skills.
- Relationship-building and client servicing expertise.
- Interest in real estate investments and market research.
Preferred Candidate
- Experience working with HNI and NRI investors.
- Strong networking and client acquisition skills.
- Ability to work independently and manage client portfolios professionally.
Job Details
- Experience: 3–4 Years
- Work Mode: Work From Office
- Employment Type: Full-time
If you're passionate about wealth management and building meaningful client relationships, we'd love to hear from you. Apply now and become part of a growing organization where your expertise can make a significant impact.
Pay: ₹40,000.00 - ₹50,000.00 per month
Application Question(s):
- Have you Manage the HNI / NRI Clients ?
- Do you have exposure to real estate investments ?
Work Location: In person
