About B2C Business: It's a well-established B2C business with more than 13 Million clients across India served by a team of 1100+ wealth Managers. Established employee friendly processes, platform and fantastic LD team makes Wealth manager and RM partnership even stronger.
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, Portfolio Management, Alternative Investment Fund, 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.
Qualifications
Graduate/Postgraduate in Finance, Commerce, Economics, or related field; certifications such as CFP, NISM, CFA (preferred).
Experience
4to 10+ years of experience in wealth management, investment advisory, or private banking.
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.
- Culture of Ownership, Trust Support Collaborative teams, open communication, and a performance-driven culture that recognizes effort and outcomes.
Interested and Eligible candidates can share their CVs to the Email ID
Email Address: [Confidential Information] Contact: 7703945182
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