About the CompanyNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and assetmanagement firms with Assets under Advisory (AUA) of over ₹ 4,25,000 Cr. Nuvama Wealth Management (NWM)is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asiabased investment firm.The business serves close to a million customers comprising a diversified set of affluent customers (1.3m+), UHNIsand family offices (4500+), corporates & institutional clients (1000+). With a scaled and integrated platformencompassing wealth solutions, asset management, institutional securities and capital market advisory, and adeep belief in the “client-first” philosophy, NWM believes in delivering best-in-class outcomes for our clients atevery step of their journey.‘Vama’ stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the freshnew perspectiveThat we bring to creating and managing our clients’ wealth. Our edge comes from our deep experience andexpertise, leading research, product innovation, all supported by a robust governance framework. NWM is presentacross 500+ locations in India and overseas, and boasts of a 7000+ active partner network for maximum servicecoverage.About the RoleUnderstand clients’ financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings. - Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives. - Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies - Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions. - Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement. - Achieve business targets across revenue, acquisition, retention, and wallet share. - Drive cross-sell and upsell across wealth, protection, and investment solutions. - Increase product penetration by identifying gaps in client portfolios and recommending suitable offerings. - Continuously acquire new clients and grow the book through referrals, networking, and other client acquisition strategies. - Work closely with research, product, and operations teams to deliver seamless execution and service. - Adhere to regulatory guidelines, documentation standards, and internal compliance norms. - Ensure client suitability, risk assessment, and fair practice principles in all recommendations. - Maintain accurate records of client interactions, advice given, and action taken. - Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions. - Act as a trusted advisor and single point of contact for clients across investment and service requirements.Qualification:Graduate/Postgraduate in Finance, Commerce, Economics, or related field;certifications such as CFP, NISM, CFA (preferred)
Job Title
Relationship Manager