Wealth Rm

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...

Company OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...

**Competency**: BD - RM Wealth Mumbai **Department**: Business Development **Designation**: Relationship Manager **Legal Entity**: Choice Connect Private Limited

**Wealth RM** **INTERNAL USAGE**: **No. of Vacancies**: - 1**Reports to**: - Branch Head**Is a Team leader?** - No**Team Size**: - 0**Grade**: - M- AVP**Business**: - Affluent Banking**Department**:- Affluent Banking**Sub**Department**: - NA**Location**: - Per requirement**About Affluent Banking** - Affluent Business caters to a segment of customers...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Function/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance...

Function/ Department:Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Company OverviewNuvama Wealth Management is a leading wealth and asset management firm in India, with over ₹ 2,00,000 cr. assets under advisory. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm, we serve close to a million customers across affluent individuals, UHNIs, family offices, institutional...

Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail LiabilitiesJob Purpose:Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda:Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business,...

Function/ Department: Retail Liabilities Job Purpose: Incumbents will be driving RMs in the region to meet defined objectives. The role requirement is for managing the RMs in the branches. He/she will be responsible for leading the RM agenda: Engagement across products - Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance...

About the CompanyNuvama Wealth is a leading wealth management firm in India with over ₹ 2,00,000cr assets under advisory. Backed by the Edelweiss Group and PAG, a global investment firm, Nuvama serves close to a million customers across affluent, UHNIs, family offices, institutional clients, and corporates.About the RoleThis position requires a Regional...

About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama 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...

**PMS Audit**: **Location**: MumbaiQualifications : CA/MBA-Finance/CFA (US) Experience : 0-3 Years Role: **1) To evaluate PMS Performance across the industry**: **a.Preparing PMS Audit and of clients and creating tracking mechanism for the same** **b. Standardizing the review format** **c. Doing meeting with RMs and presenting the Audit for the...

About the Company - Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama 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...

About the Company- Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama 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...

About the Company- Nuvama Wealth is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000cr. Nuvama 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...