Relationship Manager
2 weeks ago
Company Description
Nuvama Professional Clients Group (Nuvama PCG), formerly known as Edelweiss Professional Clients Group, specializes in addressing financial needs on both sides of clients' balance sheets. With expertise in capital markets, wealth management, asset protection, and investment strategies, Nuvama PCG provides reliable and innovative solutions tailored to clients' diverse goals. Building on Edelweiss Wealth Management's legacy, Nuvama PCG offers a modern and curated financial services experience. Guided by a commitment to loyalty, integrity, and client-centric values, Nuvama PCG strives to be a trusted partner at every step of its clients' financial journeys.
Role Description
This is a full-time, on-site role based in the Greater Hyderabad Area for a Relationship Manager at Nuvama PCG. The Relationship Manager will be responsible for managing and strengthening client relationships, recommending tailored financial solutions, and identifying opportunities to enhance client portfolios. Key responsibilities include providing personalized investment advisory, supporting wealth management strategies, and ensuring high-quality service delivery while maintaining an emphasis on client satisfaction.
Qualifications
- Strong relationship management and communication skills, with an ability to build and sustain long-term client relationships.
- Expertise in financial markets, wealth management, and investment strategies, including a deep understanding of capital markets and asset protection.
- Proficient in problem-solving and analytical skills to assess client needs and recommend tailored financial solutions.
- Experience in client advisory, investment management, and financial planning, with knowledge of insurance and wealth structuring strategies.
- Bachelor's or master's degree in Finance, Business Administration, Economics, or a related discipline, with relevant certifications (e.g., CFP or CFA) considered an advantage.
- Proactive mindset, attention to detail, and the ability to work collaboratively with internal and external stakeholders.
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