Live opening · Posted 15 days ago

Wealth Manager - Gujarati / Malayalam Speaking

SBNRI · Gurugram, Haryana, India (On-site)
Linkedin No
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At a glance

The key details from the original listing.

Posted 15 days ago
CompanySBNRI
LocationGurugram, Haryana, India (On-site)
Work modeNo
SourceLinkedin
Listed15 days ago

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About the role

Description supplied by the original job listing.

We are looking for 𝟮 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 to join us at 𝗦𝗕𝗡𝗥𝗜, with strong language proficiency in:
1 - 𝗚𝘂𝗷𝗮𝗿𝗮𝘁𝗶
2- 𝗠𝗮𝗹𝗮𝘆𝗮𝗹𝗮𝗺
📍 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 𝗢𝗻-𝘀𝗶𝘁𝗲 | 𝗦𝗲𝗰𝘁𝗼𝗿 𝟰𝟯, 𝗚𝘂𝗿𝗴𝗮𝗼𝗻
At SBNRI, we are building financial solutions for NRIs and helping them navigate their wealth and investment journey in India.
𝗪𝗵𝗮𝘁 𝘄𝗶𝗹𝗹 𝘆𝗼𝘂 𝗱𝗼?
* Build a deep understanding of clients’ financial goals and requirements.
* Build strong, long-term relationships with NRI clients.
* Provide strategic recommendations around India-based investment opportunities.
* Work closely with our Research team for pre- and post-investment portfolio construction.
* Help solve for a highly underserved audience and contribute towards building a better wealth experience for NRIs.
* Bring a product mindset and identify opportunities to digitise and improve client-facing processes.
𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘄𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿?
* 𝟭–𝟮 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗿𝗲𝗹𝗲𝘃𝗮𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 in Wealth Management, Bank Wealth, Wealth-Tech, or a client-facing financial advisory role.
* Understanding of financial products such as Mutual Funds, PMS, AIFs, Bonds, Structured Products, etc., with experience in at least one of these areas.
* Experience in NRI Wealth / Investments will be an advantage.
* Strong communication skills and proficiency in English.
* Proficiency in CRM, Excel, and PowerPoint.
* Most importantly, someone excited about creating an impact in the NRI financial ecosystem and passionate about building and disrupting the space.

Work arrangement
No

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