Wealth Manager

Job Overview

Nuvama Wealth is seeking an experienced Relationship Manager – Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships.

Location: Hyderabad & Kolkata

Key Responsibilities:

• Acquire, manage, and grow a portfolio of HNI/UHNI clients.
• Leverage an existing client base to drive business growth and revenue generation.
• Provide comprehensive wealth solutions across PMS, AIF, Mutual Funds, Insurance, Equity/Stock Trading, and other investment products.
• Drive revenue growth through effective client engagement, cross-selling, and portfolio expansion.
• Build and maintain long-term client relationships by delivering customized investment advisory and holistic wealth solutions.

Eligibility Criteria:

• Minimum 5+ years of relevant experience in Wealth Management.
• Currently associated with a financial institution (candidates with career gaps or breaks will not be considered).
• Strong understanding of wealth management products and financial markets.
• Excellent communication, presentation, and client relationship management skills.

Preferred Certifications:

• NISM V-A
• IRDA
• NISM XXI-A

Thank You ,

Skills Required
Aif, Mutual Funds, Insurance, Equity, Investment Advisory, Stock Trading, Pms