Wealth Manager

Job Description Wealth Relationship Manager

Roles and Responsibilities

• Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.

• Manage clients through client visits, suggest financial products to the clients and achieve business target.

• Responsible for product penetration and increasing clients wallet share.

• Identifying prospective clients & acquiring new clients.

• Candidate should have experience of managing / acquiring wealth & HNI Customers.

Required Profile

• Should have at least 4 Years of experience handling Wealth Product Sales.

• Any Graduate / Postgraduate with relevant Experience.

• Good relationship management and service focus skills.

• Good communication and presentation skills.

• Investment Product knowledge is mandatory.

Perks & Benefits:

• Bi-annual appraisal program.

• Growth in fixed CTC twice in a year with attractive quarterly incentives.

About Nuvama

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the client-first philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Company Website: Nuvama Wealth: Online Trading, Investments & Stock Market Updates