Investment Advisor

Nuvama Wealth And Investment; Siliguri, Ranchi; On-site; INR 1,400,000 - 2,400,000; Full time

Job summary

Nuvama Wealth Management seeks an Investment Manager to lead and grow its insurance product offerings through its IC channel and a network of RMs. You will advise affluent clients on insurance solutions, help them select appropriate policies, and ensure compliant handling of documentation and processes.

The role emphasizes sales targets, relationship-building, and collaboration with internal teams to optimize the insurance portfolio across channels.

Qualifications

• Bachelor’s degree in finance, business administration, or related field.
• Proven experience in sales, preferably in banking or insurance.
• Strong knowledge of insurance products and services.

Responsibilities

• Lead insurance product sales through the IC channel and related estates.
• Collaborate with relationship managers to drive insurance business and achieve targets.
• Provide insurance solutions, assist clients with policy selection, and ensure regulatory compliance.
• Maintain accurate records of sales and client interactions; stay updated on regulations.

Skills

Communication skills

Interpersonal skills

Sales experience

Insurance product knowledge

Education

Bachelor’s degree in finance or related field

Job description

JOB DESCRIPTION

Position Title - Investment Manager

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. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service coverage.

About the Brand

‘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

This Position is a XXXXXXXXXXXXXXXX Nuvama wealth the is the wealth management arm Headed by Rahul Jain. It focuses on advising Affluent and HNI customers on the investments needs across wealth products through unbiased advisory. We have an adaptive approach and have kept up with the changing landscape of investment advisory and customer needs. Our clients get to choose from a wide bouquet of 48+ products across asset classes in a hybrid ecosystem, which leverages technology to provide the best servicing experience.

Our experienced management team leads 65+ branches, 1200+ advisors, and 20,000+ partners across India.

Functional Responsibilities / KPIs

As an insurance Manager, you will be responsible for managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

The IC channel is an insurance specialist team within Nuvama Wealth responsible for working closely to drive the insurance business, products and strategies.

The investment Managerwill work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Weakth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

Sales and Business Development:

• Work closely with Nuvama Wealth RMs on driving the insurance products.
• Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
• Achieve sales targets and contribute to the LOB overall targets with self and team.
• Develop new business opportunities through networking and referrals.

Client Consultation:

• Assess clients' insurance needs and provide suitable recommendations.
• Explain insurance policies and coverage options to clients clearly and effectively.
• Assist clients with the application process and ensure proper documentation.

Customer Service:

• Provide exceptional customer service and support to clients regarding their insurance policies.
• Address client inquiries and resolve any issues or concerns related to insurance products.
• Conduct regular follow-ups with clients to ensure satisfaction and retention.

Compliance and Documentation:

• Ensure all insurance transactions comply with company regulations and policies.
• Maintain accurate records of sales and client interactions in the company system.
• Stay updated with changes in insurance laws and regulations.

Training and Development:

• Participate in ongoing training programs to stay current with industry trends and product knowledge.
• Share best practices and knowledge with team members to improve overall performance.

Job Requirements

Qualifications

1. Bachelor’s degree in finance, Business Administration, or a related field. 2.Proven experience in sales, preferably in the banking or insurance industry.

3. Strong knowledge of insurance products and services.

4. Excellent communication and interpersonal skills.

5. Ability to work independently and as part of a team..

Experience

1. Minimum 5 years’ experience in life insurance sector

2. Fresher to be considered only from Insurance institutes

Functional Competencies

1. Full-time position, typically within standard office hours.

2. May require occasional travel outside the present location to meet clients or attend training session.

3. Office-based with some flexibility to work outside the main office, depending on company policies