Nuvama - Area Manager - Wealth Management

Company Overview :

About Nuvama :

Pan India

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over - 4,25,000 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 (1.3m+), UHNIs and family offices (4500+), corporates & institutional clients (1000+). 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 500+ locations in India and overseas, and boasts of a 7000+ active partner network for maximum service coverage.

Role Overview :

As an Area Manager for Wealth Management in Pune, you will lead the charge in expanding the firm's footprint by acquiring and managing high-value client relationships. You will operate at the intersection of business development and strategic advisory, working closely with internal investment teams to deliver bespoke portfolio solutions. It's a playing captain role, where you need to manager your scorecard along with the team's scorecard.

Your day-to-day involves driving revenue growth, overseeing the end-to-end client onboarding process, and ensuring that the service standards align with the firm's commitment to excellence. This role is pivotal in strengthening Nuvama's market position in the Pune region while fostering long-term trust with a sophisticated client base.

Key Responsibilities :

- Drive revenue growth by identifying and converting high-net-worth prospects to meet regional financial targets.

- Ensuring team member achieve their targets, along with personal targets.

- Manage the end-to-end client onboarding process to ensure seamless integration into the firm's wealth management ecosystem.

- Oversee the performance of existing client portfolios by coordinating with internal research and product teams to provide timely, actionable investment advice.

- Cultivate and maintain deep-rooted client relationships to ensure high retention rates and consistent growth in assets under management.

- Monitor market trends and competitor activities in the Pune region to refine business strategies and maintain a competitive edge.

Required Skillset :

- Demonstrated expertise in wealth management and portfolio management, with a proven ability to translate complex financial data into clear, client-friendly strategies.

- Exceptional relationship management skills, characterized by the ability to engage with HNI/UHNI clients and build long-term professional trust.

- Strong analytical capabilities to evaluate market conditions and provide sound investment recommendations that align with client risk profiles.

- Excellent communication and interpersonal skills, essential for articulating value propositions and navigating high-stakes client interactions.

- A postgraduate degree in Finance, Management, or a related field from a reputable institution is preferred.

- Ability to thrive in an on-site work environment, demonstrating self-motivation and a proactive approach to business development within the Pune market.

(ref:iimjobs.com)