Company Description 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. Role Description This is a full-time on-site role for a Senior Wealth Manager located in Chennai. We are seeking an experienced and client-focused Wealth Manager to join our Wealth Management team. The ideal candidate will be responsible for managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients, understanding their financial goals, and providing customized investment and banking solutions. As a Wealth Manager, you will play a key role in driving portfolio growth, delivering strategic financial advice, and ensuring exceptional client service. • Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. • Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. • Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial goals. • Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. • Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning. • Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines. Qualifications • Min 4+ years relevant experience in Banking and Wealth domain. • MBA/ PGDM or relevant degree. • 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.

Hiring Wealth Managers for B2B Wealth Business. We are well established B2B business with more than 28,000 partners accross India served by team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly process, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Join us in Ahmedabad location to manage Partner network of Wealth products. Employment Type : Full time CTC : As per industry norms Responsibilities: 1. Managing existing partners as well as acquisition of new partners 2. Regularly engaging with partners and training them 3. Business development and achieving scorecard targets 4. Ensuring all compliance guidelines are met. Desired Candidate Profile : 1. Post graduation with minimum 2-6 years of experience in financial services. 2. Experience in B2B channel is an added advantage 3. Knowledge of Markets and Wealth products. 4. Leadership ability to manage portfolio of 50+ partners Please feel free to share this with or recommend anyone who would be suitable or interested in the role. Interested candidates can send their resumes to me on Maru.priyan@nuvama.com #hiring #b2b #wealthmanager #bfsi #financialservices Show more Show less

Company Description Portfolio,Wealth Management and Financial Advisory Role Description This is a full-time, on-site role for a Senior Wealth Relationship Manager, located in Mumbai. The Senior Wealth Relationship Manager will be responsible for managing client relationships and providing financial advice. Key tasks include developing and maintaining client relationships, portfolio management, investment advisory, financial planning, and ensuring highest levels of customer satisfaction. The role also involves staying updated on market trends and regulatory requirements to provide targeted wealth management solutions to clients. Qualifications Strong relationship management and client acquisition skills Expertise in portfolio management and investment advisory Knowledge of financial planning, wealth management, and risk management Excellent communication and presentation skills Ability to work independently and in a team environment Proficiency in financial analysis and market research Bachelor’s degree in Finance, Economics, or related field; advanced certifications (e.g., PMS, CFP) are a plus Prior experience in wealth management or related roles is preferred Eligibility Having experience of 5 years plus in Capital Marke tMust have existing portfolio of 50 crore plu s Show more Show less

Company Description 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. Role Description Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.  Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.  Responsible for selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.  Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.  Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc. Qualifications Min 2+ years relevant experience in Banking and Wealth domain. MBA/ PGDM or relevant degree. 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. Should be a resident of Delhi Show more Show less

Job Title: Marketing Associate Focus Area: Content, Copywriting, Campaign Management Job Description: We’re looking for a creative Marketing Associate to join our digital marketing team. If you love storytelling, enjoy writing content that converts, and want to experience the full cycle of campaign planning and execution - this one’s for you. Responsibilities: Content & Copywriting Craft compelling content for marketing campaigns across digital and offline channels. Write clear, persuasive copy for ads, emailers, website, brochures, and other marketing materials. Ensure brand consistency and tone across all content formats. Campaign Planning & Management Assist in strategizing, executing, and tracking marketing campaigns end-to-end. Coordinate with internal teams for approvals and deliverables. Analyze campaign results and suggest improvements. Marketing Ops & Coordination Maintain approval records and track campaign workflows. Liaise with design and digital teams for smooth execution. Qualifications: (min graduate) Strong writing skills with a flair for content and copy. Basic understanding of marketing funnels and consumer journeys. Ability to juggle multiple campaigns and deadlines. Attention to detail and strong coordination skills. Show more Show less

Company Description 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. Role Description Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.  Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.  Responsible for selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.  Managing and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.  Providing consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc. Qualifications Min 2+ years relevant experience in Banking and Wealth domain. MBA/ PGDM or relevant degree. 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. Show more Show less

Company Description We suggest you enter details here. Role Description This is a full-time on-site role located in Kolkata for a Wealth Manager. The Wealth Manager will be responsible for developing and maintaining client relationships, providing tailored financial advice, managing investment portfolios, and assisting clients with financial planning. Day-to-day tasks will include assessing client financial goals, formulating financial strategies, monitoring investment performance, and ensuring compliance with financial regulations. Qualifications Financial Planning and comprehensive Finance knowledge Skills in Investment Management and understanding of Investments Proficiency in Insurance fundamentals Excellent interpersonal and communication skills Ability to work independently and collaboratively Relevant certifications such as CFP or CFA are a plus Bachelor's degree in Finance, Economics, Business, or related field Show more Show less

Selected Intern’s Day-to-day Responsibilities Include Coordinating with the reporting manager to facilitate smooth joining formalities for new hires Sending welcome emails and preparing onboarding presentations and documentation Supporting rewards and recognition activities and assisting with employee engagement initiatives About Company: Nuvama Group (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms, with assets under advisory (AUA) exceeding 200,000 crores. Backed by the Edelweiss Group and a partnership with PAG, a leading investment firm in Asia, Nuvama serves close to one million customers. This diverse clientele includes over 850,000 affluent customers, more than 2,800 Ultra High Net Worth Individuals (UHNIs) and family offices, over 700 institutional clients, and around 500 corporates. Nuvama operates with a client-first philosophy, offering a broad platform that includes wealth solutions, asset management, institutional securities, and capital market advisory. The firm is committed to delivering best-in-class outcomes for clients at every stage of their journey. With a presence in more than 450 locations in India and abroad, Nuvama also boasts a partner network of over 23,000 for maximum service coverage.

About the Company - Nuvama Wealth is one of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over 2,00,000cr. Nuvama 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. About the Role - This Position is for a Cluster Head for Nuvama Wealth. Personal wealth is the wealth management arm of Nuvama, Headed by Rahul Jain. Personal Wealth focuses on advising Affluent and HNI customers on the investment needs across wealth products through unbiased advisory. With a base of 9 lakh+ customers, we have been adaptive and 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, 1400+ advisors, and 20,000+ partners across India. Responsibilities - To manage the profitability by constantly endeavoring to increase market share and revenue. Ensuring optimal productivity and costs management. Achieving & exceeding Business goals and targets. Decide and implement region specific innovative strategies to meet business targets and goals. Managing Healthy Team of Branch Managers & RMs for the entire Mumbai Region. Recruiting and retaining high performers. To mentor and monitor the performance and learning development of Relationship Managers. Responsible for managing and deepening existing clients relationships and setting up strategies to do focused acquisition of new clients in the segment. Creating a strong & compliant business culture to drive acquisitions, profitability and a strong input driven Sales process. Give regular feedback for improvement in product and process on a continuous basis for all large clients, take joint calls with team to convert business and lead from the front. Qualifications - MBA Required Skills - Experience: Min 8+ years relevant experience in Banking and Wealth domain Preferred Skills - Functional Competencies: Strong understanding of the wealth management industry Understanding of Financial products,

The role requires you to manage the client experience of Priority Clients & Partners by tracking and resolving all service requests within defined Turnaround Time (TAT). You will be responsible for ensuring timely coordination and updates to clients/partners regarding regulatory changes. Additionally, you will independently coordinate with key clients and internal teams such as technical support, operations, and sales to address client issues and inquiries. Your aim will be to raise the service standards to create a WOW factor for clients and drive increased business to the firm. As a preferred candidate, you should be a graduate or post-graduate fresher with strong verbal and written communication skills. Excellent problem-solving abilities will be a key requirement for this role. If you are interested in this opportunity, the locations available for this position include Ahmedabad, Bangalore, Delhi, Kolkata, Mumbai, Cochin, Pune, and Hyderabad. Feel free to email your CV to yashashree.gavli@nuvama.com to apply for this position.,

Key Responsibilities: Advise HNI and UHNI clients on mutual funds, AIF, PMS, insurance, structured products and more Manage client portfolios and increase wallet share through targeted product penetration Acquire new clients and grow existing relationships Achieve revenue and business targets through consistent advisory and service Candidate Requirements: 2+ years of experience in wealth management or retail banking Strong knowledge of stock markets and financial products Excellent relationship management and communication skills Perks & Benefits: Bi-annual appraisals and fixed CTC hikes Attractive quarterly incentives

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Wealth Manager located in Delhi, India. The Wealth Manager will be responsible for developing financial plans, managing investment portfolios, and providing comprehensive financial advice to clients. Day-to-day tasks include evaluating clients' financial status, creating investment strategies, monitoring financial markets, and advising clients on investments, insurance, and tax implications. The role requires strong analytical and interpersonal skills to build and maintain client relationships, as well as ensuring that financial strategies are implemented effectively to meet clients' financial goals. Qualifications Expertise in Financial Planning and Finance Skills in Investment Management and Investments Knowledge of Insurance products and services Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and as part of a team Relevant certifications, such as CFP (Certified Financial Planner), are a plus Bachelor's degree in Finance, Economics, Business, or a related field