Relationship Manager

Nuvama Professional Clients Group; Kolkata District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Nuvama Professional Clients Group in Kolkata is seeking seasoned Relationship Managers to build and manage UHNI, Family Office, and corporate client relationships. You will independently grow revenue through advisory-led engagements across equities and wealth products, and own your client book.

The role demands a deep understanding of equity markets, strong network, and a proactive, entrepreneur-like approach to delivering tailored investment solutions and achieving AUM targets.

Qualifications

• 7+ years in direct equities, wealth management or UHNI broking.

Responsibilities

• Independently acquire, manage, and grow UHNI / Family Office / Corporate relationships.
• Drive revenue through advisory-led engagement across equities and wealth products.
• Build and execute individual business plans to achieve AUM and revenue targets.
• Provide market insights and tailored investment solutions aligned to client objectives.
• Maintain strong client trust through consistent engagement and delivery.
• Stay abreast of market trends and proactively identify opportunities within existing and new relationships.

Skills

Relationship management

Client acquisition

Wealth management

Equities knowledge

Job description

Relationship Managers/ RM/ Sales role into Wealth outfits or Equities/ Broking houses – focusing on Wealth products, distribution, managed products, structured products, etc..

Location – Kolkata

At Nuvama Professional Clients Group, we cater to an elite clientele of UHNI, Family Offices, Corporates and Quasi-Institutions. With strong credentials in India’s wealth management space, we are looking for high-impact Relationship Managers who can independently build revenue and manage deep client relationships.

Why Join Us?

• Exclusive Products & Opportunities: Access to differentiated and innovative investment solutions for sophisticated clients
• Client Ownership: End-to-end responsibility of your client book and relationships
• Performance-Driven Growth: Competitive compensation with attractive performance-linked incentives
• Institutional Backing: Strong brand, infrastructure and platform to help scale high-quality client portfolios
• Collaborative Culture: Entrepreneurial environment focused on ownership, meritocracy and innovation

You are required to:

• Independently acquire, manage, and grow UHNI / Family Office / Corporate relationships
• Drive revenue through advisory-led engagement across equities and wealth products
• Build and execute individual business plans to achieve AUM and revenue targets
• Provide market insights and tailored investment solutions aligned to client objectives
• Maintain strong client trust through consistent engagement and delivery
• Stay abreast of market trends and proactively identify opportunities within existing and new relationships

Experience: 7+ years in direct equities, wealth management or UHNI broking, with proven personal client book.

Expertise: Strong understanding of equity markets and financial products, with an established UHNI network.

Behavioral Traits: Self-driven, entrepreneurial mindset, strong relationship builder, outcome-oriented, and commercially sharp.