NRI Relationship Manager

We are seeking an experienced Relationship Manager to acquire, manage, and grow relationships with NRI and HNI clients
, with a strong emphasis on Mutual Fund advisory and AUM growth
.

This is a client-facing role
, focused on building long-term relationships, delivering suitable Mutual Fund solutions, and driving consistent AUM and revenue growth within approved product frameworks. The role requires a solid understanding of Mutual Funds, global markets, and UAE regulatory requirements
, particularly for NRI clients.

• Acquire, manage, and grow a portfolio of NRI and HNI clients
  , with a primary focus on Mutual Fund investments
  .
• Conduct detailed client profiling and risk assessment to recommend suitable Mutual Fund solutions aligned with client goals.
• Advise clients on equity, debt, hybrid, and thematic Mutual Funds
  , including SIPs, lump-sum investments, and portfolio rebalancing.
• Drive AUM and revenue growth through effective Mutual Fund advisory, cross-selling, and client engagement.
• Provide regular portfolio reviews
  , performance updates, and market insights to NRI clients.
• Stay updated on market trends, Mutual Fund performance, fund manager strategies, and product launches relevant to NRI investors
  .
• Ensure strict adherence to UAE SCA regulations, FATCA/CRS requirements
  , and internal compliance standards.
• Work closely with internal investment, product, operations, and compliance teams to ensure seamless onboarding and servicing.
• Build and maintain strong relationships within the NRI community across key corridors (India, GCC, UK, etc.).

• 3–5 years of experience in Mutual Fund advisory, wealth management, private banking, or NRI banking.
• Proven experience in handling NRI clients and managing Mutual Fund portfolios.
• Demonstrated ability to grow AUM and generate revenue
  through Mutual Fund solutions.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Professional certifications such as CFA, CFP, or MBA are an advantage.
• Strong working knowledge of Mutual Fund products
  , asset allocation, and portfolio diversification.
• Good understanding of UAE regulatory requirements
  , FATCA/CRS, and NRI investment structures.
• Strong communication and relationship-building skills with a client-first advisory mindset
  .