Nuvama - Investment Manager

JOB DESCRIPTION :

Position Title : Investment Manager

Location : 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 - 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. 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.

About the Brand

'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

This Position is a XXXXXXXXXXXXXXXX Nuvama wealth the is the wealth management arm Headed by Rahul Jain. It focuses on advising Affluent and HNI customers on the investments needs across wealth products through unbiased advisory. We have an adaptive approach and have kept up with the changing landscape of investment advisory and customer needs. Our clients get to choose from a wide bouquet of 48+ products across asset classes in a hybrid ecosystem, which leverages technology to provide the best servicing experience.

Our experienced management team leads 65+ branches, 1200+ advisors, and 20,000+ partners across India.

Functional Responsibilities / KPIs :

• As an insurance Manager, you will be responsible for managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.
• The IC channel is an insurance specialist team within Nuvama Wealth responsible for working closely to drive the insurance business, products and strategies.
• The investment Managerwill work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Weakth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

Sales and Business Development :

Client Consultation :

Customer Service :

Compliance and Documentation :

Training and Development :

Job Bachelor's degree in finance, Business Administration, or a related field.

Experience :

Functional Competencies :

(ref : iimjobs.com)