Wealth Relationship Manager

About Nuvama

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 4,25,000 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 (1.3m+), UHNIs and family offices (4500+), corporates & institutional clients (1000+). 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 500+ locations in India and overseas, and boasts of a 7000+ active partner network for maximum service coverage.

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, 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

• 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.

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.

Functional / Behavarioal 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.