Virtual Relationship Manager

JOB DESCRIPTION
Basic Information
Wealth Relationship
Manager
Position Title
Locations
Pan India
About Nuvama :
Nuvama Wealth Management (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 Wealth Management (NWM)
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.
Vama stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the fresh
new perspective
That we bring to creating and managing our clients wealth. Our edge comes from our deep experience and
expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present
across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service
coverage.
About B2C Business:
We are a well-established B2C business with more than 1 Million clients across India served by a team of 800+
wealth Managers. Established employee friendly processes, platform and fantastic L&D team makes Wealth
manager and RM partnership even stronger.
Client Advisory & Portfolio Management

Understand clients financial goals, risk appetite, time horizon through
detailed discussions and portfolio deep-dives.

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.
Functional Responsibilities /
KPIs
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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.
Client Relationship Management
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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.
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.
Strictly Private & Confidential

Business Growth & Product Penetration
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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.
Compliance & Governance
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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.
Job Requirements
Qualifications
Graduate/Postgraduate in Finance, Commerce, Economics, or related field;
certifications such as CFP, NISM, CFA (preferred).
Prerequisite
Experience
Investment Product knowledge is mandatory
410+ years of experience in wealth management, investment advisory, or private
banking.
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Acumen towards understanding of client needs and provide adequate and
prompt solutions.
Strong understanding of financial markets, products, and portfolio
advisory concepts.
Proven track record of managing HNI/affluent client relationships and
achieving revenue targets.
Excellent communication, presentation, and relationship-building skills.
High level of integrity, client-centric mindset, and strong analytical ability.
Functional / Behavarioal
Competencies
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Why choose Nuvama Wealth
At Nuvama Wealth, you get an environment that enables you to do whats best
for your client and for your own growth. We believe in empowering Wealth
managers with the right platform, products, freedom and rewards to truly create
value.
Transparent and Dynamic Annual Appraisal Program
Transparent, structured review cycles focused on performance and long-term
growth.
Aggressive Incentive Structure & Exciting Performance Rewards
High earning potential with clear metrics including opportunities to earn
incentives up to 200300% of fixed compensation, linked to performance.
Career Progression & Growth Path
Fast-track growth opportunities with clear milestones, leadership exposure and
role enhancement based on merit. Special Cohorts for High Performers with
added benefits and high org engagement
Learning & Development Focus
Strong emphasis on capability building through comprehensive product training,
advisory workshops, and ongoing market learning.
Strictly Private & Confidential

Strictly Private & Confidential