Senior Wealth Manager
Nuvama Wealth and Investment · Mumbai · onsite · Posted today
About a minute. You'll make an account on the way through.
About this role
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients, providing personalized financial solutions to meet their needs.
- Identify new business opportunities through networking, referrals, and market research to drive HNI acquisition.
- Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell private banking products.
- Collaborate with internal teams to ensure seamless delivery of services and resolve client issues.
Job Requirements :
- 2-10 years of experience in B2C sales, preferably in wealth management or private banking.
- Proven track record in acquiring new HNIs and growing existing relationships.
- Strong understanding of HNI client handling, including their unique needs and expectations.
- Excellent communication, negotiation, and relationship-building skills.
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
₹15L – ₹30L PA
This role
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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