Relationship Manager

1 week ago

Greater Hyderabad Area, India Nuvama Professional Clients Group Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

Nuvama Professional Clients Group, formerly known as Edelweiss Professional Clients Group, offers a comprehensive range of financial services including capital markets, wealth management, investment banking, insurance advisory, and more. Nuvama's innovative and reliable solutions cater to new-age entrepreneurs seeking to address their investment and risk management needs with a focus on loyalty and integrity. The company's name, derived from Sanskrit, signifies its commitment to providing a fresh perspective on wealth management while prioritizing client interests.

Role Description

This is a full-time on-site role for a Relationship Manager located in the Greater Hyderabad Area at Nuvama PCG. The Relationship Manager will be responsible for maintaining and enhancing client relationships, understanding client financial goals, providing financial advice, and facilitating financial transactions. The role involves collaborating with internal teams to ensure client satisfaction and achieve business objectives.

Qualifications

  • Strong communication and interpersonal skills
  • Experience in financial advisory or wealth management
  • Knowledge of capital markets, wealth management, and investment products
  • Ability to analyze financial data and provide recommendations
  • Client-focused approach and ability to build trust
  • Bachelor's degree in Finance, Business, Economics, or related field
  • NISM Certified
  • Relevant certifications such as CFA or CFP are a plus

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