Hiring for Wealth Manager !!!!!! Please find below the Job Description Location - Mumbai Educational Qualification : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Desired Experience: Preferably MBA/Graduate with relevant 3+ years of experience Graduate with relevant experience Prerequisite: Candidates with prior experience in handling B2B channels (Preferably) Job 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 / DSA /IFA Doing various training programs for partners to train them in various financial products Maintaining relationships with partners to generate business Regards, HR Team

Role & Responsibilities: Provide research-based investment advice in Mutual Funds, Insurance, PMS, and Structured Products. Manage client relationships through regular client visits and meetings. Recommend appropriate financial products to meet client needs and achieve business targets. Focus on product penetration and increasing the clients wallet share . Identify and acquire new clients , especially HNI and wealth segment customers. Preferred Candidate Profile: Minimum 7 years of experience in Wealth Product Sales . Graduate or Postgraduate from any stream with relevant experience. Strong relationship management and client servicing skills. Excellent communication and presentation abilities. In-depth knowledge of investment products is mandatory. Proven ability to manage and acquire HNI clients . Perks & Benefits Bi-annual appraisal program for performance recognition. Fixed CTC growth twice a year , based on performance. Attractive quarterly incentives to reward achievements and business success.

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 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.

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

Are you passionate about commodity markets and have a proven track record in sales? Nuvama Professional Clients Group is looking for a seasoned Sales Relationship Manager to drive our commodities segment across regions. Key Responsibilities: Identify and engage with potential clients already active in the equity derivatives space. Reconnect with dormant clients and revive their interest in commodity derivatives trading. Onboard and guide new clients through the nuances of commodity derivatives. Maintain detailed and accurate records of client prospecting and engagement. Collaborate with branches and partners to host regional seminars and boost awareness about commodity products. Drive regional growth in commodity revenue through strategic planning and client engagement. Build strong internal and external relationships to better understand client preferences. Participate in ongoing training, workshops, and sessions to stay updated on regulations and continuously improve knowledge and trading skills. Desired Profile: Experience: Minimum 7 years of relevant experience in the financial markets, preferably in commodities and derivatives. Strong communication and relationship-building skills. Self-starter with a regional growth mindset.

Job Title: Client Experience Individual Contributor Location: Mumbai & Chennai Experience Required: 4+ Years Industry: Broking / Wealth Management Role Overview: We are seeking a dynamic and detail-oriented professional for the role of Client Experience Individual Contributor , responsible for managing and enhancing client servicing for Ultra High Net Worth Individuals (UHNIs). This role is pivotal in maintaining strong client relationships, ensuring seamless service delivery, and supporting investment activities in coordination with internal teams. Key Responsibilities: 1. Client Relationship Management Serve as the primary point of contact for UHNI clients for all service-related matters. Build and nurture long-term client relationships with a focus on trust, responsiveness, and value. Ensure proactive engagement to maintain high levels of client satisfaction and loyalty. 2. Client Communication & Coordination Collaborate closely with Relationship Managers and the Dealing Team to support clients in managing their investment portfolios. Coordinate execution of trades, transactions, transfers, and other service requests in line with client instructions. Communicate effectively to explain processes, account features, and service timelines. 3. Issue Resolution & Service Delivery Identify, investigate, and resolve client issues, discrepancies, or complaints in a timely and efficient manner. Coordinate with internal departments (Operations, Risk, Tech, Compliance) to ensure quick resolution and quality service. Monitor service requests to ensure closure within defined TATs. 4. Client Onboarding & Documentation Support new client onboarding by collecting KYC documentation, verifying details, and facilitating account opening. Ensure all client data is maintained accurately and updated regularly as per compliance norms. Stay updated on regulatory requirements to ensure 100% adherence during client lifecycle events. Key Skills & Qualifications: Graduate/Postgraduate in Finance, Commerce, or related field. Minimum 4 years of relevant experience in client servicing, preferably in Wealth Management or Broking domain. Strong understanding of financial markets, equity products, broking operations , and regulatory landscape (SEBI, KYC, FATCA, etc.). Excellent interpersonal and communication skills with a client-centric approach. Detail-oriented with strong problem-solving and multitasking ability. Proficiency in MS Office, CRM tools, and trading platforms. Why Join Us? Opportunity to work closely with UHNI clients and senior stakeholders. Exposure to end-to-end client lifecycle management in a premium financial setup. Collaborative, fast-paced, and client-first work environment. Regards, Team HR

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