# NR RM - Relationship Manager

> Weekday AI · Gurugram, India · Full-time · Posted 2026-08-13

**Salary:** INR 1,000,000–2,000,000

**Workplace:** on_site

**Department:** Weekday's Client via platform

## Description

**This role is for one of Weekday’s clients  
Salary range: Rs 1000000 - Rs 2000000 (ie INR 10 - 20 LPA)**

  
Min Experience: 5+ years  
Location: Gurugram, Haryana, India, Gurgaon, Haryana, India  
JobType: full-time

We are seeking an experienced **NR RM (Non-Resident Relationship Manager)** with **5–10 years of experience** in banking, investment advisory, and wealth management. The ideal candidate will have strong expertise in managing Non-Resident Indian (NRI) clients, understanding their financial objectives, and providing customized investment and wealth management solutions.

The role requires a strong understanding of **banking products, investment solutions, portfolio management, and wealth management**, along with excellent relationship-building and communication skills. The candidate will be responsible for developing long-term relationships with NRI clients while identifying opportunities to grow the client portfolio and achieve business targets.

## Requirements

### Key Responsibilities

-   Manage and develop relationships with **NRI/HNI clients**, understanding their financial goals, investment preferences, and risk profiles.
-   Provide personalized **wealth management and investment solutions** based on client requirements and financial objectives.
-   Act as a trusted **investment specialist**, advising clients on suitable investment products, asset allocation, portfolio diversification, and long-term wealth creation.
-   Develop a strong understanding of **banking products and services** relevant to NRI customers, including NRE/NRO accounts, deposits, remittances, loans, insurance, and investment products.
-   Identify cross-selling and up-selling opportunities across banking, investment, and wealth management products.
-   Acquire new NRI clients through referrals, networking, existing relationships, and other business development channels.
-   Maintain regular engagement with clients and provide timely updates regarding their portfolios, investments, and financial requirements.
-   Analyze client portfolios and recommend appropriate investment strategies based on market conditions, financial objectives, and risk appetite.
-   Coordinate with internal teams including investment specialists, operations, compliance, credit, and product teams to ensure seamless client servicing.
-   Ensure adherence to applicable **KYC, AML, regulatory, compliance, and banking guidelines** for NRI relationships.
-   Monitor client portfolios and proactively identify opportunities or risks requiring attention.
-   Maintain accurate client records, relationship information, investment details, and business pipeline.
-   Achieve assigned revenue, acquisition, investment, and portfolio growth targets.

### Required Skills

### Must-Have Skills

-   **Banking**
-   **Investment Specialist**
-   **Wealth Management**
-   Strong understanding of **NRI banking and financial products**
-   Investment advisory and portfolio management knowledge
-   Client relationship management
-   Financial planning and investment analysis
-   Strong sales and business development skills
-   Excellent communication and interpersonal skills

### Good-to-Have Skills

-   Experience managing **NRI/HNI/UHNI client portfolios**
-   Knowledge of mutual funds, equities, bonds, structured products, insurance, and alternative investments
-   Understanding of global investment products and markets
-   Knowledge of NRE/NRO banking regulations and FEMA guidelines
-   Relevant banking, investment, or wealth management certifications

### Experience & Qualifications

-   **Experience:** 5–10 years in banking, wealth management, investment advisory, private banking, or related financial services.
-   Bachelor's degree in Finance, Economics, Business Administration, or a related field.
-   Relevant professional certifications in investments, banking, or wealth management will be an advantage.

### Ideal Candidate

The ideal candidate is a client-focused banking and wealth management professional with strong investment expertise and a proven ability to build and manage NRI relationships. You should be commercially driven, financially knowledgeable, and capable of providing high-quality investment guidance while delivering an exceptional client experience.

## Apply

[Apply at Weekday AI](https://apply.workable.com/weekday-1/j/B47EC2D361/apply)

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