Wealth Manager - Gujarati / Malayalam Speaking
SBNRI · Gurgaon
- Experience1–2 yrs
- SalaryNot disclosed
- Work modeonsite
- Leveljunior
- Posted14 Sept 2026
About SBNRI
SBNRI is hiring in Gurgaon in financial services. This role looks for around 1+ years of experience.
Skills
- Mutual Funds
- PMS
- AIFs
- Bonds
- Structured Products
- English
- CRM
- Microsoft Excel
- Microsoft PowerPoint
- Gujarati
- Malayalam
The role
A wealth manager at a financial services company serving non-resident investors builds client relationships, advises on India-based investments and constructs portfolios using Mutual Funds, PMS and AIFs. The role also uses CRM and Microsoft Excel to improve client-facing financial processes.
Full job description
We are looking for 𝟮 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 to join us at 𝗦𝗕𝗡𝗥𝗜, with strong language proficiency in:
1 - 𝗚𝘂𝗷𝗮𝗿𝗮𝘁𝗶2- 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.