Senior Wealth Relationship Manager

Nuvama Wealth And Investment; Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Nuvama Wealth And Investment is seeking a seasoned financial advisor to manage HNI client relationships in Bengaluru. You will provide personalized financial guidance and investment solutions to high net worth individuals.

Responsibilities include acquiring and retaining clients, cross-selling equity, mutual funds, and wealth management services, and collaborating with internal teams to ensure seamless service delivery.

Qualifications

• Experience in financial advisory or related field with expertise in HNI acquisition and wealth management.
• Strong understanding of investment advisory and financial products sales.
• Proven track record of building relationships with high net worth individuals.

Responsibilities

• Manage high net worth individual (HNI) clients' relationships, providing personalized financial advice and investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and implement strategies for HNI acquisition, retention, and cross-selling of financial products.

Skills

HNI acquisition

Wealth management

Client relationships

Investment advisory

Job description

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, providing personalized financial advice and investment solutions.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and implement effective strategies for HNI acquisition, retention, and cross-selling of various financial products such as equity sales, mutual funds, wealth management services.
• Collaborate with internal teams to ensure seamless delivery of services to HNIs.

Job Requirements :

• 4-20 years of experience in financial advisory or related field with expertise in HNI acquisition and wealth management.
• Strong understanding of investment advisory, equity sales, mutual funds sales, financial products sales.
• Proven track record of building strong relationships with high net worth individuals.