Wealth manager

1 month ago

Hyderabad, India Nuvama Wealth Full time
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 (850 K+), 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.
Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service coverage
Job Role: We are hiring Wealth Managers who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.
Location : Mumbai, Delhi, Hyderabad, Bangalore
Experience : 2+ years of Experience in Banking or Wealth Set up.
Functional Responsibilities / KPIs:
Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.
Responsible for selling of various financial products such as Mutual funds Portfolio Management services, Alternative Investment Funds 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.

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