Client Relationship Manager

WE'RE HIRING | CLIENT RELATIONSHIP MANAGER – US INVESTMENT ADVISORY & FINANCIAL SERVICES

We are looking for an experienced Client Relationship Manager with strong expertise in US-based client management, investment advisory, wealth management and financial services.

Location: Bangalore (Preferred)

Work Mode: Work From Home / Hybrid

Experience: 5–10 Years

Employment Type: Full-Time

Joining: Immediate joiners preferred (2–3 weeks' notice period also accepted).

Key Responsibilities:

• Manage relationships with US-based individual clients.
• Handle client accounts related to investment advisory and wealth management.
• Manage NRI client requirements and financial services.
• Drive sales, cross-selling, upselling and revenue growth.
• Identify new business opportunities and support client acquisition.
• Coordinate with internal investment advisory teams.
• Ensure client satisfaction, retention and long-term relationships.
• Achieve business development and revenue targets.

Must-Have Skills:

• 5–10 years of experience in investment advisory, wealth management or financial services.
• Strong experience managing US-based individual clients.
• Exposure to NRI financial services or investment advisory.
• Proven experience in sales and business development.
• Excellent verbal and written English communication.
• Strong client management, negotiation and relationship-building skills.

Work Schedule & Benefits:

• Must be flexible to work according to US business hours.
• Shifts may extend into late evenings or early mornings.
• Work From Home opportunity.
• Bangalore office access with approximately one office visit per week.
• Competitive salary based on experience.

Preferred Background: Candidates from US-facing financial services organizations, wealth management firms or investment advisory companies.

Interested candidates can share their updated resumes via DM.

Know someone who fits? Please tag them or share this opportunity.

#Hiring #ClientRelationshipManager #InvestmentAdvisory #WealthManagement #FinancialServices #NRI #BangaloreJobs #ImmediateJoiners