Role & responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.
Key Responsibilities Process mortgage loan applications, documentation, and disbursal Ensure compliance with internal policies and regulatory guidelines Coordinate with credit, legal, and technical teams Maintain accurate records in the loan origination system (LOS) Handle customer queries and ensure smooth communication Prepare reports and support audits Support the sales team with operational needs Requirements Graduate (MBA/Finance preferred) 7 -12 years of experience in mortgage/loan operations Strong knowledge of home loan processes and regulations Good communication and system handling skills
Job Description Wealth Relationship Manager Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.
JOB DESCRIPTION Investment Manager Location Mumbai 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. 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. 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: Work closely with Nuvama Wealth RMs on driving the insurance products. Promote and sell insurance products to existing and potential customers through relationship managers mapped to you. Achieve sales targets and contribute to the LOB overall targets with self and team. Develop new business opportunities through networking and referrals. Client Consultation: Assess clients' insurance needs and provide suitable recommendations. Explain insurance policies and coverage options to clients clearly and effectively. Assist clients with the application process and ensure proper documentation. Customer Service: Provide exceptional customer service and support to clients regarding their insurance policies. Address client inquiries and resolve any issues or concerns related to insurance products. Conduct regular follow-ups with clients to ensure satisfaction and retention. • Compliance and Documentation: Ensure all insurance transactions comply with company regulations and policies. Maintain accurate records of sales and client interactions in the company system. Stay updated with changes in insurance laws and regulations. Training and Development: Participate in ongoing training programs to stay current with industry trends and product knowledge. Share best practices and knowledge with team members to improve overall performance. Job Requirements Qualifications 1. Bachelors degree in finance, Business Administration, or a related field. 2.Proven experience in sales, preferably in the banking or insurance industry. 3. Strong knowledge of insurance products and services. 4. Excellent communication and interpersonal skills. 5. Ability to work independently and as part of a team.. Functional Competencies 1. Full-time position, typically within standard office hours. 2. May require occasional travel outside the present location to meet clients or attend training session. 3. Office-based with some flexibility to work outside the main office, depending on company policies
Roles and Responsibilities Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings. Manage clients through client visits, suggest financial products to the clients and achieve business target. Responsible for product penetration and increasing clients wallet share. Identifying prospective clients & acquiring new clients. Candidate should have experience of managing / acquiring wealth & HNI Customers. Required Profile Should have at least 4 Years of experience handling Wealth Product Sales. Any Graduate / Postgraduate with relevant Experience. Good relationship management and service focus skills. Good communication and presentation skills. Investment Product knowledge is mandatory. Perks & Benefits: Bi-annual appraisal program. Growth in fixed CTC twice in a year with attractive quarterly incentives.
Role Title: Relationship Manager Professional Clients Group (PCG) Reporting To: Cluster Head PCG Location: Mumbai / Delhi/ Bangalore / Chennai / Hyderabad / Ahmedabad / Pune / Kolkata / Guwahati Experience Required: 5+ years Role Type: Individual Contributor About the Professional Clients Group (PCG) The PCG vertical at Nuvama caters to Ultra-HNIs, Family Offices, and Corporate clients. With presence in all key metro cities across India, the team delivers specialized services in equity, derivatives, and wealth solutions backed by high-touch engagement and strong research capabilities. Role Overview As a Relationship Manager – PCG, you will be responsible for acquiring, managing, and growing a portfolio of UHNI and Family Office clients. The role requires strong understanding of capital markets, equity advisory, and wealth management products, along with an entrepreneurial mindset to build and deepen client relationships. Key Responsibilities Acquire new UHNI, Family Office, and Corporate clients (minimum 1 Cr+ per account) Manage end-to-end client onboarding and relationship lifecycle Deliver advisory-led services across Equity, Derivatives, Currency, and Alternative Investments Cross-sell a wide range of products including PMS, AIFs, Mutual Funds, Bonds, and Structured Products Achieve wallet share growth, revenue targets, and client retention KPIs Ensure client satisfaction through proactive servicing and consistent engagement Liaise with internal teams (Risk, Operations, Compliance) for smooth execution and governance Maintain adherence to corporate policies, risk, and regulatory frameworks Candidate Profile 5+ years of experience in Broking or Wealth Management Proven track record in servicing UHNI or Family Office clients Deep knowledge of Equity (Cash, F&O), Wealth Products (MFs, PMS, AIFs), and Structured Solutions Existing client book and relationships preferred Excellent interpersonal and communication skills Highly driven, client-obsessed, and performance-oriented Why Join Nuvama PCG Uncapped incentive structure with payouts among the best in the industry Work with one of India’s most respected names in wealth management Freedom to drive your own book with robust product and platform support Regards, HR Team
Role & responsibilities Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Preferred candidate profile Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions. Should have a good knowledge and understanding of equity and debt market and wealth products. Perks Bi Annual Appraisal Program. Aggressive incentive structure & Pay-outs, including international travel contests based on your performance. Emphasis on your learning and development, with comprehensive product and other training initiatives.
Job Title: Content Writer - Wealth Management Location: Mumbai Job Type: Full-Time Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house stakeholders. You will collaborate closely with the marketing team, relationship managers, and subject matter experts to produce content. Key Responsibilities: Content Creation: Develop compelling and informative content including brochures, social media posts, website copy, email campaigns and standard communications. Financial Insights: Translate complex financial concepts into clear, engaging content for a variety of audiences, from HNWIs (High-Net-Worth Individuals) to retail investors. Web Content: Regularly update website content to align with industry trends and company initiatives. Campaign Support: Work closely with the marketing and product teams to develop content for integrated marketing campaigns, including wealth management products & presentations. Compliance: Ensure all content meets regulatory requirements and is compliant with the firms legal and compliance standards. Market Research: Stay up to date on wealth management trends, financial market developments, and competitor activities to produce relevant and timely content. Collaboration: Partner with financial advisors, relationship managers, and business development teams to identify client needs and create targeted content that supports sales and client engagement. Qualifications: Bachelors degree in Journalism, Communications, Finance, or a related field. 2+ years of experience in financial writing, preferably in wealth management, financial services, or fintech. Strong understanding of financial products, investment strategies, and wealth management services. Exceptional writing, editing, and proofreading skills. Familiarity with content management systems (CMS) and SEO best practices. Ability to translate complex financial concepts into easy-to-understand content. Experience with social media platforms, email marketing tools, and digital marketing strategies. Attention to detail and ability to work in a fast-paced environment with tight deadlines. Familiarity with financial regulations and compliance (preferred but not mandatory).
Handle Sales MIS Data Entry Operations Role & responsibilities Preferred candidate profile
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