Senior Wealth Manager
Nuvama Wealth and Investment · Mumbai · onsite · Posted 52d ago
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities :
- Manage a portfolio of High Net Worth Individuals (HNIs) and ultra HNIs, providing personalized financial solutions to meet their investment needs.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Develop strong relationships with existing clients by understanding their goals, risk tolerance, and liquidity requirements.
- Collaborate with internal teams such as trading desks, operations, and compliance to ensure seamless execution of trades.
Job Requirements :
- 2-10 years of experience in B2C sales or wealth management in an NBFC or broking firm.
- Strong knowledge of bonds, equities, fixed income products, mutual funds, PMS, AIFs etc. .
- Proven track record of successful HNI acquisition and retention.
Sourced from naukri
Skills
About Nuvama Wealth and Investment

Nuvama Wealth and Investment
Financial Services
2.4k+
employees
₹12L PA avg
Avg at Nuvama Wealth and Investment
About
Nuvama Group (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 cr. Nuvama Group 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 (850K+), 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.
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