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Nuvama Wealth

Wealth Manager

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Job Description

Job Overview

Nuvama Wealth is seeking an experienced Relationship Manager Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships.

Location: Hyderabad & Kolkata

Key Responsibilities:

  • Acquire, manage, and grow a portfolio of HNI/UHNI clients.
  • Leverage an existing client base to drive business growth and revenue generation.
  • Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products.
  • Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion.
  • Build and maintain long-term client relationships by delivering customized investment advisory and holistic wealth solutions.

Eligibility Criteria:

  • Minimum 5+ years of relevant experience in Wealth Management.
  • Currently associated with a financial institution (candidates with career gaps or breaks will not be considered).
  • Strong understanding of wealth management products and financial markets.
  • Excellent communication, presentation, and client relationship management skills.

Preferred Certifications:

  • NISM V-A
  • IRDA
  • NISM XXI-A

Thank You ,

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Job ID: 136970965

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