Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 14950279

    Nuvama Wealth and Investment logo

    Senior Wealth Manager

    Nuvama Wealth and Investment · Mumbai · onsite · Posted 52d ago

    Undisclosed2–10 yrsfulltimeSourced fromNaukri

    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

    HNIprivate wealthWealth ManagementHNI AcquisitionHNI SalesB2C SalesHNI Client Handling

    About Nuvama Wealth and Investment

    Nuvama Wealth and Investment logo

    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.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.2/ 5

    Culture

    2.6

    Career growth

    2.9

    Work-life

    2.6

    Employees rate it well for

    Compensation & Benefits34Skill Development34

    Find them on

    WebsiteAmbitionBox reviews

    Senior Wealth Manager · waiting for your command