Wealth Relationship Manager

Nuvama Wealth; Surat; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Nuvama Wealth is seeking a Wealth Relationship Manager for its Surat office. The role focuses on managing a portfolio of wealth clients, understanding financial goals, and recommending investment and wealth solutions. You will review portfolios, monitor markets, and coordinate with teams to deliver informed advice.

The position requires client-facing skills, regulatory compliance, and a proactive approach to business development, with a strong emphasis on integrity and client confidentiality.

Qualifications

• Strong client relationship management and interpersonal skills.
• Solid understanding of financial markets, investment products, and wealth management solutions.
• Ability to analyze client needs, assess risk profiles, and develop tailored financial strategies.
• Effective communication and presentation skills, including the capacity to explain complex financial concepts clearly.
• Proficiency in basic financial tools, CRM systems, and MS Office applications.
• Bachelor’s degree in Finance, Business, Economics, or a related field; CFP/NISM licenses are an advantage.

Responsibilities

• Conduct client meetings and build trusted relationships with existing and prospective clients.
• Prepare and present investment proposals aligned to client goals and risk profiles.
• Ensure compliance with regulatory and internal policies; maintain accurate records and reporting.
• Coordinate with product and research teams to deliver informed wealth management advice.
• Engage in business development and relationship-building to grow a client portfolio while maintaining high service standards.

Skills

Client relationship management

Interpersonal skills

Financial markets knowledge

Risk profiling

Communication & presentation

CRM systems proficiency

MS Office proficiency

Education

Bachelor’s degree in Finance/Business/Economics

CFP or NISM licenses (advantage)

Tools

CRM systems

MS Office

Job description

Company Description

Nuvama Wealth, formerly known as Edelweiss Wealth Management, offers a refreshed and modern perspective on wealth creation and management. The firm focuses on providing comprehensive wealth solutions, combining deep market expertise with client-centric advisory services. Nuvama Wealth serves a diverse range of clients, including high-net-worth individuals and families seeking tailored financial strategies. The organization emphasizes innovation, transparency, and long-term relationships as core components of its service model.

Role Description

The Wealth Relationship Manager is a full-time, on-site role based in Surat, responsible for managing and growing a portfolio of wealth clients. This role involves engaging with existing and prospective clients, understanding their financial goals, and recommending suitable investment and wealth management solutions. The Wealth Relationship Manager will regularly review client portfolios, monitor market developments, and coordinate with product and research teams to deliver informed advice. Daily activities include conducting client meetings, preparing investment proposals, ensuring compliance with regulatory and internal policies, and maintaining accurate records and reporting. The role also requires proactive business development, relationship-building, and high standards of client service and professional ethics.

Qualifications

• Strong client relationship management and interpersonal skills, with the ability to build trust and long-term partnerships.
• Solid understanding of financial markets, investment products, and wealth management solutions.
• Ability to analyze client needs, assess risk profiles, and develop tailored financial strategies.
• Effective communication and presentation skills, including the capacity to explain complex financial concepts clearly.
• Proficiency in basic financial tools, CRM systems, and MS Office applications.
• Bachelor’s degree in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, NISM licenses) are an advantage.
• Proven experience in wealth management, banking, or financial advisory roles is preferred.
• High level of integrity, adherence to regulatory guidelines, and commitment to client confidentiality.