Wealth Relationship Manager

 Position Details

• Company: Nuvama Wealth Management
• Position: Wealth Relationship Manager
• Website:https://www.nuvamawealth.com
• Location: Bangalore
• Experience Required: 7–10 years
• Notice Period: Immediate to 30 days preferred
• Preferred Certifications: CFP, NISM, CFA

About Nuvama Wealth Management

Nuvama Wealth Management, formerly Edelweiss Wealth Management, is one of India's leading wealth and asset management firms, backed by the Edelweiss Group and its global partnership with PAG. The company serves affluent individuals, HNIs, UHNIs, family offices, institutions, and corporates through a comprehensive range of investment and wealth solutions. With a strong pan-India presence, research-driven advisory capabilities, and a client-first philosophy, Nuvama focuses on delivering personalized wealth management solutions and long-term value for its clients.

 Key Skills & Competencies

• Strong knowledge of investment products, financial markets, and portfolio management.
• Mandatory team-handling experience, including the ability to guide, motivate, and monitor team performance.
• Experience managing HNI and affluent client relationships.
• Knowledge of Mutual Funds, Equity, Insurance, Bonds, PMS, AIFs, Structured Products, and other wealth management offerings.
• Proven track record in revenue generation, client acquisition, retention, and business development.
• Strong leadership, communication, presentation, negotiation, and relationship-management skills.
• Ability to identify client needs and recommend appropriate investment solutions.
• Strong analytical, networking, and decision-making abilities.
• Understanding of regulatory guidelines, client suitability, and compliance requirements.

Roles & Responsibilities

Client Advisory & Portfolio Management

• Understand clients financial goals, investment objectives, risk appetite, and investment horizon.
• Recommend suitable investment solutions across Mutual Funds, Equity, Insurance, Bonds, PMS, AIFs, Structured Products, and other wealth offerings.
• Conduct regular portfolio reviews and suggest appropriate investment strategies aligned with clients objectives.
• Provide research-backed investment advice and identify opportunities for portfolio diversification and growth.
• Ensure recommendations are suitable for each client's risk profile and financial requirements.

Client Relationship Management

• Build, nurture, and manage long-term relationships with HNI and affluent clients.
• Act as the primary point of contact for investment advisory and service-related requirements.
• Conduct regular client meetings, portfolio reviews, and virtual interactions.
• Maintain proactive communication and ensure timely resolution of client queries.
• Identify changing client needs and recommend appropriate financial and investment solutions.

Team Handling & Leadership

• Lead, manage, and mentor a team of relationship managers or wealth management professionals.
• Define team objectives and monitor individual and overall team performance against business targets.
• Drive productivity, revenue generation, client acquisition, retention, and cross-selling through the team.
• Provide guidance on investment products, portfolio advisory, client engagement, and business development strategies.
• Conduct regular performance reviews, track KPIs, and implement action plans to achieve business goals.
• Support team members in managing client relationships, converting business opportunities, and improving product penetration.
• Build a performance-driven, collaborative, and client-centric team culture.
• Ensure adherence to internal policies, compliance standards, and service quality benchmarks across the team.

Business Development & Revenue Generation

• Achieve individual and team targets for revenue, client acquisition, retention, and wallet share.
• Develop new business through referrals, networking, professional connections, and client references.
• Drive cross-selling and upselling across wealth management, investment, and protection products.
• Identify gaps in existing client portfolios and increase product penetration through suitable recommendations.
• Expand the client book and strengthen long-term business relationships.
• Collaborate with research, product, and operations teams to ensure seamless execution and service delivery.

Compliance & Governance

• Ensure compliance with applicable regulatory guidelines, internal policies, and documentation standards.
• Conduct appropriate client risk profiling and ensure investment suitability.
• Maintain accurate records of client interactions, recommendations, and follow-up actions.
• Promote ethical practices, transparency, confidentiality, and responsible investment advisory.
• Ensure that team members follow the required compliance and governance standards.

Important Candidate Requirements

• 7–10 years of relevant experience in wealth management, investment advisory, or private banking.
• Team-handling experience is mandatory.
• Strong investment product knowledge is essential.
• Experience managing HNI/affluent clients and driving business growth.
• Demonstrated ability to achieve revenue targets and lead a team toward business objectives.
• Relevant educational qualifications in Finance, Commerce, Economics, or a related discipline.