About the opportunity
Job Overview
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<p><span style="color:rgb(98,98,98);font-family:Heebo, sans-serif;font-size:14px;">Manage and grow a portfolio of Ultra High Net Worth NRI clients by offering comprehensive wealth management and banking solutions.</span></p> <p style="color: rgb(98, 98, 98); font-family: Heebo, sans-serif; font-size: 14px;"><span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(34, 34, 34);">Manage and deepen relationships with existing NRI clients.</span></p><p style="color: rgb(98, 98, 98); font-family: Heebo, sans-serif; font-size: 14px;"><span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(34, 34, 34);">Advise on investments: MF, PMS, AIF, Insurance, Bonds, etc.</span></p><p style="color: rgb(98, 98, 98); font-family: Heebo, sans-serif; font-size: 14px;"><span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(34, 34, 34);">Conduct client profiling, risk assessment, and portfolio reviews.<br></span></p><p style="color: rgb(98, 98, 98); font-family: Heebo, sans-serif; font-size: 14px;"><span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(34, 34, 34);">Acquire new NRI clients and expand business.</span></p><p style="color: rgb(98, 98, 98); font-family: Heebo, sans-serif; font-size: 14px;"><span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(34, 34, 34);">Achieve targets on Assets Under Management (AUM), revenue, and cross-sell.</span></p><p style="color: rgb(98, 98, 98); font-family: Heebo, sans-serif; font-size: 14px;"><span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(34, 34, 34);">Ensure compliance with KYC, AML, and regulatory requirements.</span></p><p style="color: rgb(98, 98, 98); font-family: Heebo, sans-serif; font-size: 14px;"><span style="font-size: 12pt; font-family: Arial, sans-serif; color: rgb(34, 34, 34);">Collaborate with internal teams for smooth client servicing.</span></p> <p style=""><font color="#626262" face="Heebo, sans-serif"><span style="font-size: 14px;">Looking for Candidates from Banks or Wealth Management firms with good Experience in Managing , Advising and Acquiring NR clients across all asset classes</span></font></p>