Locations:Hyderabad, Chennai, Bangalore
Functional Responsibilities / KPIs
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.
- Conduct regular portfolio analysis, review 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
- 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 point of contact for clients across investment and service requirements.
Business Growth & Product Penetration
- 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
- 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
Investment Product knowledge is mandatory
Experience
4–10+ years of experience in wealth management, investment advisory, or private banking.
Functional / Behavioral Competencies
- 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.
Why choose Nuvama Wealth
At Nuvama Wealth, you get an environment that enables you to do what's 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 200–300% 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.
Culture of Ownership, Trust & Support
Collaborative teams, open communication, and a performance-driven culture that recognizes effort and outcomes.
