Wealth Relationship Manager @ Jobstation. Hiring

Job Description

Priority RM/Senior Priority RM
Roles and Responsibilities
Catering to the investment needs of clients by providing them research based advice in
Equity, MF, Insurance & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve
business target.
Responsible for product penetration and increasing clients wallet share.
Identifying prospective clients & acquiring new clients.
Candidate should have experience of managing / acquiring wealth & HNI Customers.

Perks & Benefits:
Bi-annual appraisal program.
Growth in fixed CTC twice in a year with attractive quarterly incentives.

About Nuvama
Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading
wealth and asset management firms with Assets under Advisory (AUA) of over 2, 00,000 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
(850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). 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.

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Wealth Relationship Manager

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Keyskills:   high net worth tpp relationship management investment products wealth management portfolio management mutual funds hni