Wealth Manager

Wealth Manager – PMS, Mutual Funds & Alternative Investments

SBNRI · Wealth Management · Gurgaon (On-site) · 2–5 Years Experience · Full-time

About SBNRI

35 million NRIs are trying to manage their money from thousands of miles away, and most of them don't trust anyone enough to help. SBNRI is building the company that changes that.

We help NRIs across 120+ countries invest and manage their money in India, including mutual funds, fixed deposits, taxation, compliance, and repatriation.

We are building a digital wealth and financial ecosystem for the NRI diaspora, making cross-border wealth management simpler, more accessible, and more transparent.

About the Role

We are looking for a Wealth Manager with 2–5 years of experience in Portfolio Management Services (PMS), Mutual Funds (MF), and Alternative Investment Products.

This role is ideal for someone who understands wealth management, enjoys working with clients, and is excited about helping NRIs manage and grow their wealth in India.

You will work closely with NRI clients, understand their financial goals, recommend suitable investment solutions, and build long-term relationships.

Our USP: You don't need to spend your time acquiring clients from scratch. Qualified leads are provided by SBNRI,allowing you to focus on client conversations, investment solutions, and relationship management.

Key Responsibilities

* Manage and build long-term relationships with NRI clients across different geographies.

* Understand client financial goals, risk profiles, and investment requirements.

* Advise clients on suitable investment products, including PMS, Mutual Funds, and Alternative Investments.

* Conduct client consultations and explain investment opportunities in a clear and simple manner.

* Convert qualified leads provided by SBNRI into successful client relationships.

* Manage the complete sales and client onboarding journey.

* Coordinate with internal teams to ensure smooth execution and excellent client experience.

* Maintain regular communication with clients and identify opportunities for portfolio growth.

* Stay updated on market trends, investment products, and NRI-specific investment regulations.

Must-Have Requirements

* 2–5 years of experience in Wealth Management, Investment Advisory, or Relationship Management.

* Hands-on experience with PMS and Mutual Funds.

* Experience with Alternative Investment Products (AIFs or other relevant alternative investments).

* Valid NISM certification for Mutual Funds and PMS, as applicable to the role.

* Strong communication, relationship management, and client-handling skills.

* Willingness to work with the NRI diaspora and understand their investment needs.

* Ability to work from the Gurgaon office (on-site).

* Strong interest in wealthtech, fintech, and digital investment solutions.

Nice-to-Have

* Existing movable book size or experience managing an investment portfolio.

* Experience working with HNI/UHNI or NRI clients.

* Existing knowledge of PMS, AIFs, and other alternative investment solutions.

* Experience in a target-driven wealth management or investment sales environment.

* Experience working in a fintech or wealthtech startup.

Why Join SBNRI

No Cold Client Acquisition: Qualified leads are provided by SBNRI, so you can focus on converting and managing client relationships.

Work with the NRI Diaspora: Help NRIs across 120+ countries manage their wealth in India.

Wealthtech Exposure: Work at the intersection of technology, finance, and digital wealth management.

Ownership from Day 1: Take responsibility for client relationships, outcomes, and business growth.

If you are passionate about wealth management, understand investment products, and want to build the future of NRI wealth management, we would love to hear from you.