Senior Wealth Relationship Manager

Nuvama Wealth And Investment; Mumbai; On-site; INR 900,000 - 1,800,000; Full time

Job summary

Nuvama Wealth And Investment in Mumbai seeks an experienced wealth manager to build and sustain relationships with high-net-worth clients, delivering personalized financial guidance and tailored investment strategies.

You will identify new business through networking and referrals, expand the client base, and collaborate with internal teams to ensure seamless delivery of wealth products such as mutual funds and equity solutions. 4-20 years of hands-on experience in wealth management is preferred.

Qualifications

• 4-20 years of experience in wealth management or related field.
• Strong understanding of financial advisory, HNIs acquisition, investment advisory, investment products (including mutual funds), and wealth management principles.
• Proven track record in building strong relationships with high net worth individuals and families.

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 financial products such as mutual funds, equity sales, etc.
• Collaborate with internal teams to ensure seamless delivery of services to clients.

Skills

HNI relationships

Financial advice

Investment solutions

Networking

Market research

Business development

Wealth management

Cross-selling

Mutual funds

Equity sales

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 financial products such as mutual funds, equity sales, etc.
• Collaborate with internal teams to ensure seamless delivery of services to clients.

Job Requirements :

• 4-20 years of experience in wealth management or related field.
• Strong understanding of financial advisory, HNIs acquisition, investment advisory, investment products (including mutual funds), and wealth management principles.
• Proven track record in building strong relationships with high net worth individuals and families.