Wealth Manager

Nuvama Wealth is hiring Wealth Managers for their Digital LOB.

Job Description -

The Digital Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.

He should understand the financial needs of customers and provide a guidance pertaining to wealth management in a super simple manner. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.

Key responsibilities -

•Monitor and address HNI clients banking and Investment requirements

•Use financial accumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

•Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

•Achievement of product-wise targets

•Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

•Ensuring need based product approach towards clients and regular reporting of product penetration with regular engagement

•Conduct risk profiling of all mapped clients for better advisory on investment needs

•Maintain and deepen the relationships with the customers

•Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

Educational Qualifications & Experience

PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization with 3-4 year work experience in Wealth Management

Location – Mumbai

About Nuvama Wealth (https://www.nuvamawealth.com/aboutus )

The Nuvama Group is one of India's leading diversified financial services company providing a broad range of financial products and services to a substantial and diversified client base that includes corporations, institutions and individuals. Nuvama's products and services span multiple asset classes and consumer segments across domestic and global geographies. NWM is a business in partnership between Pacific Alliance Group (PAG) and Nuvama Group, with PAG holding majority stake in NWM. PAG is one of the world's largest Asia-focused private investment firms with approx. USD $50 billion in assets under management.

Contact - Santosh Dogra - 9820020623 / email - [Confidential Information]

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