Senior Wealth Relationship Manager

Nuvama Wealth And Investment; Hyderabad; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Nuvama Wealth And Investment is seeking a seasoned wealth management professional to manage HNI client relationships, providing personalized financial advice and investment solutions.

The role focuses on identifying new business opportunities through networking and referrals, expanding the client base, and collaborating with internal teams to ensure seamless delivery of wealth management services including cross-selling of financial products.

Qualifications

• 4–20 years of experience in banking or finance, with HNI acquisition and relationship management.
• Strong knowledge of equity sales, mutual funds, and investment advisory services.

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 sales, investment advisory services.
• Collaborate with internal teams to ensure seamless delivery of wealth management solutions to clients.

Skills

HNI acquisition

Relationship management

Financial product sales

Networking

Market research

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 sales, investment advisory services.
• Collaborate with internal teams to ensure seamless delivery of wealth management solutions to clients.

Job Requirements :

• 4-20 years of experience in banking or finance industry with expertise in HNIs acquisition & relationship management.
• Strong understanding of financial products sales including equity sales, mutual funds sales, investment advisory services etc. .
• Proven track record in acquiring new HNI clients through networking, referrals & market research.