Virtual Relationship Manager
Nuvama Wealth And Investment
A complete application in a minute
Tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
Nuvama Wealth Management invites a seasoned Wealth Relationship Manager to join our pan-India advisory network. You will engage high-net-worth clients, design investment plans, and deliver research-based guidance across funds, insurance, PMS, AIFs, and equities.
You will build long-term relationships, drive cross-sell, ensure regulatory compliance, and partner with product and research teams to deliver seamless wealth solutions.
Qualifications
- Investment product knowledge is mandatory
- Proven track record of managing HNI/affluent client relationships and achieving revenue targets
- Excellent communication, presentation, and relationship-building skills
- High integrity with client-centric mindset and strong analytical ability
Responsibilities
- Understand clients financial goals and risk appetite to craft portfolio plans.
- Advise on investment opportunities across asset classes and product strategies.
- Build and nurture long-term client relationships with regular meetings and portfolio reviews.
- Drive revenue growth through cross-sell and upsell while ensuring compliance and risk controls.
Skills
Education
Job description
Wealth Relationship Manager
Position Title
Locations: Pan India
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. 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. 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.
We are a well-established B2C business with more than 1 Million clients across India served by a team of 800+ wealth Managers. Established employee friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.
Understand clients financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.
Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.
- Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.
- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.
- Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions.
- Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement.
- Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions.
- Act as a trusted advisor and single point of contact for clients across investment and service requirements.
- Achieve business targets across revenue, acquisition, retention, and wallet share.
- Drive cross-sell and upsell across wealth, protection, and investment solutions.
- Increase product penetration by identifying gaps in client portfolios and recommending suitable offerings.
- Continuously acquire new clients and grow the book through referrals, networking, and other client acquisition strategies.
- Work closely with research, product, and operations teams to deliver seamless execution and service.
- Adhere to regulatory guidelines, documentation standards, and internal compliance norms.
- Ensure client suitability, risk assessment, and fair practice principles in all recommendations.
- Maintain accurate records of client interactions, advice given, and action taken.
- Graduate/Postgraduate in Finance, Commerce, Economics, or related field; certifications such as CFP, NISM, CFA (preferred).
- Investment Product knowledge is mandatory
- 410+ years of experience in wealth management, investment advisory, or private banking.
- Acumen towards understanding of client needs and provide adequate and prompt solutions.
- Strong understanding of financial markets, products, and portfolio advisory concepts.
- Proven track record of managing HNI/affluent client relationships and achieving revenue targets.
- Excellent communication, presentation, and relationship-building skills.
- High level of integrity, client-centric mindset, and strong analytical ability.
At Nuvama Wealth, you get an environment that enables you to do whats best for your client and for your own growth. We believe in empowering Wealth managers with the right platform, products, freedom and rewards to truly create value.
Transparent, structured review cycles focused on performance and long-term growth.
High earning potential with clear metrics including opportunities to earn incentives up to 200300% of fixed compensation, linked to performance.
Fast-track growth opportunities with clear milestones, leadership exposure and role enhancement based on merit. Special Cohorts for High Performers with added benefits and high org engagement
Strong emphasis on capability building through comprehensive product training, advisory workshops, and ongoing market learning.
Strictly Private & Confidential
Strictly Private & Confidential
Strictly Private & Confidential
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
