GURUGRAM · FULLTIME
Senior Wealth Relationship Manager
Nuvama Wealth and Investment
Gurugram · onsite · Posted 5d ago
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Section · 01
About this role
We are building a specialized team focused on Ultra High Net Worth entrepreneurs, business owners, promoters, CXOs and affluent families. This is a pure-play wealth management role for ambitious professionals who want to build a large client franchise, drive significant AUA and accelerate their career growth.
- Access to a specialized ecosystem and sophisticated investment opportunities
- Transparent and lucrative incentive structure
- Curated bouquet of products that can be offered as part of portfolio build up for the clients
- Strong brand credibility backed by a leading financial services platform
- Dedicated research, investment and product specialist support
- Fast-track career progression and leadership visibility for high performers
- Be extremely client centric in your approach to handling clients’ wealth and
- Drive AUM growth, do period review of portfolios and ensure wallet share expansion.
- Acquire and build long-term relationships with UHNW clients
- Provide strategic investment advisory across investments - Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, Insurance, SIFs and Equity offerings.
- Conduct portfolio reviews and recommend customized investment strategies
- Partner with research and investment specialists to deliver superior client outcomes.
- Minimum 8+ years of Wealth Management / Client Relationship Management experience.
- Proven track record in pure-play client acquisition and revenue generation.
- Strong experience managing HNI/UHNI client relationships.
- Demonstrated success in AUM growth, net revenue and wallet share expansion.
- Entrepreneurial mindset, commercial acumen and hunger to earn big.
- Excellent networking, relationship management and consultative selling skills.
- We are looking for energetic professionals who have consistently handled clients, generated meaningful revenue and aspire to become top performers in the industry.
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Section · 02
Skills
Section · Company
About Nuvama Wealth and Investment
Nuvama Wealth and Investment
Financial Services
2.4k+
employees
₹12L PA avg
Avg at Nuvama Wealth and Investment
₹20L – ₹35L 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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10 reviews
Culture
2.6
Career growth
2.9
Work-life
2.6
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