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Senior Wealth Advisor
2 weeks ago
Nuvama Wealth Management is one of India's leading wealth and asset management firms.
The role requires the candidate to be proficient in financial markets and wealth management.
We are looking for a seasoned Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements.
The ideal candidate will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products.
Key Responsibilities:
- Establishing and maintaining powerful relationships with clients and generating business and references to meet sales targets.
- Selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.
- Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.
- Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.
Qualifications:
- Min 2+ years relevant experience in Banking and Wealth domain.
- MBA/ PGDM or relevant degree.
- Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions.
- Good knowledge and understanding of equity and debt market and wealth products.
