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
Wealth Manager for B2B Business Job Overview We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Locations : Mumbai, Delhi & Bangalore Roles And 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. Qualifications And Skills: MBA/ PGDM or relevant degree. Min 3+ years relevant experience in BFSI and Wealth domain. Candidates with prior experience of handling B2B Channel (Preferred). Thank you,
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
Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for a Wealth Manager - B2B located in Chennai. The Wealth Manager will be responsible for developing and maintaining relationships with business clients, creating and executing financial plans, managing investment portfolios, and providing comprehensive financial advice. Daily tasks will include analyzing financial data, assessing investment opportunities, recommending financial products such as insurance, and ensuring clients' financial goals are met. The role requires close collaboration with other financial professionals to ensure a high level of service. Qualifications Skills in Financial Planning and Finance Experience in Investment Management and Investments Knowledge of Insurance products and services Excellent analytical and quantitative skills Strong relationship-building and client management skills Ability to work effectively as part of a team Bachelor's degree in Finance, Economics, Business, or a related field Relevant certifications such as CFA or CFP are a plus
About the Nuvama Design Team The Design team at Nuvama Wealth is focused on delivering intuitive, user-centric experiences across our digital investment platforms. We support a wide range of users including retail customers, partners, and internal teams. Our goal is to simplify complex financial journeys through thoughtful design and seamless digital interactions. Functional Responsibilities: Lead the UX process from research and ideation to prototyping and design execution Design high-fidelity wireframes, user flows, and interactive prototypes (Figma) Conduct user research, usability testing, and apply insights to refine design solutions Collaborate with product managers, engineers, and key stakeholders for implementation Maintain information architecture and consistent UX patterns across products Present design concepts and iterate based on stakeholder and user feedback Leverage data, research tools, and AI platforms to accelerate workflows Monitor UX metrics and continuously improve design outcomes Stay updated with design trends and contribute to evolving the design strategy Key Challenges You Will Solve: Drive design-led innovation to improve user adoption and satisfaction Create scalable, personalized UX systems tailored to user behavior and preferences Lead behavioural research across diverse micro-personas Help define motion UX to enhance interactivity and engagement Set up AI-enabled workflows to boost design efficiency What You’ll Gain: Experience designing across web, mobile apps, and trading terminals Exposure to real-time user behavior data at scale (1.2M+ users) Opportunity to work on 50+ investment journeys: equities, mutual funds, bonds, AIFs, FDs, and more A collaborative, fast-paced environment with mentorship from senior designers and product leaders Job Requirements: 2–6 years of professional experience in UX design Strong digital portfolio with end-to-end UX case studies Proficiency in Figma , along with tools like Sketch, Adobe XD , and other prototyping platforms Bachelor’s degree in Design, HCI, Computer Science, Architecture, or equivalent practical experience
About Nuvama's Design Team: At Nuvama Wealth, our Design team crafts user-centric experiences for a diverse range of digital investment platforms. We support workflows that cater to direct customers, partners, and internal teams—ensuring every interaction is intuitive, efficient, and impactful. Our mission is to simplify complex financial journeys through thoughtful design and seamless digital experiences. Functional Responsibilities: Lead end-to-end UX design process – from research and ideation to high-fidelity prototyping (Figma) Design wireframes, user flows, and interactive prototypes for web and mobile platforms Define and maintain information architecture and UX documentation Collaborate closely with product managers, developers, and tech teams to ensure feasible, user-centered solutions Present design concepts to stakeholders and iterate based on feedback Manage and mentor a team of UX designers and researchers Key Challenges You Will Solve: • Design-Led Innovation: Drive design as a strategic differentiator by leveraging design thinking, emerging tech, and market trends to improve adoption and position Nuvama as a digital-first leader in wealth management. • User-Centric Research: Lead deep user research across varied micro-personas. Use behavioural insights, live platform data, and usability metrics to inform and validate design decisions. • Behavioural & Personalised UX: Build scalable UX systems that adapt in real time to user preferences, behaviour, and investment profiles—delivering personalised and meaningful experiences. • AI-Enabled Design Workflows: Integrate modern design tools and AI-driven platforms to streamline and accelerate the UX process. • Motion UX Design: Define expressive, motion-enhanced design systems that improve interaction, engagement, and user delight. Job Requirements: 8+ years of professional experience in UX/design Strong digital portfolio with well-documented UX case studies Proficiency in design tools such as Figma, Sketch, Adobe XD, and prototyping platforms Bachelor’s/Master’s degree in Design, HCI, Computer Science, Architecture, or equivalent experience
As a member of Nuvama Wealth's Design team, you will play a crucial role in crafting user-centric experiences for a diverse range of digital investment platforms. Your primary focus will be on supporting workflows that cater to direct customers, partners, and internal teams, ensuring that every interaction is intuitive, efficient, and impactful. Our mission is centered around simplifying complex financial journeys through thoughtful design and seamless digital experiences. Your responsibilities will include leading the end-to-end UX design process, from research and ideation to high-fidelity prototyping using tools like Figma. You will be tasked with designing wireframes, user flows, and interactive prototypes for both web and mobile platforms. Additionally, you will define and maintain information architecture and UX documentation, collaborating closely with product managers, developers, and tech teams to ensure feasible, user-centered solutions. Presenting design concepts to stakeholders and iterating based on feedback will also be a key aspect of your role. Furthermore, you will have the opportunity to manage and mentor a team of UX designers and researchers. Key challenges that you will address in this role include driving design-led innovation to position Nuvama as a digital-first leader in wealth management. You will lead deep user research across varied micro-personas, utilizing behavioural insights, live platform data, and usability metrics to inform and validate design decisions. Building scalable UX systems that deliver personalized and meaningful experiences based on user preferences, behavior, and investment profiles will also be a significant focus. Additionally, you will integrate modern design tools and AI-driven platforms to streamline and accelerate the UX process, as well as define expressive, motion-enhanced design systems to enhance interaction, engagement, and user delight. To excel in this role, you should have at least 8 years of professional experience in UX/design and possess a strong digital portfolio with well-documented UX case studies. Proficiency in design tools such as Figma, Sketch, Adobe XD, and prototyping platforms is essential. A Bachelors or Masters degree in Design, HCI, Computer Science, Architecture, or equivalent experience will be beneficial in fulfilling the requirements of this position.,
We are seeking a UI/UX Design Intern who is enthusiastic about creating seamless and impactful digital experiences. The role involves working closely with experienced designers, product managers, and engineers to support the design and development of features across web and mobile platforms. About Nuvama's Design Team: At Nuvama Wealth, our Design team crafts user-centric experiences for a diverse range of digital investment platforms. We support workflows that cater to direct customers, partners, and internal teams—ensuring every interaction is intuitive, efficient, and impactful. Our mission is to simplify complex financial journeys through thoughtful design and seamless digital experiences. Functional Responsibilities: Assist in designing high-fidelity wireframes and interactive prototypes for web and mobile applications Support the UX design process including research, ideation, prototyping, and usability testing Participate in user research activities and assist in analyzing findings Prepare and deliver design documentation and presentations for internal stakeholders Collaborate with developers and senior designers to ensure accurate implementation of designs Contribute to visual design and micro-interaction elements to enhance user experience Stay updated with design trends, tools, and systems to inform innovative design solutions Job Requirements: Currently pursuing or recently completed a degree in Design, HCI, Architecture, Engineering, or a related field Proficiency in Figma; experience with design systems is a plus Strong understanding of user-centered design principles Ability to communicate design ideas clearly and work effectively in cross-functional teams Portfolio demonstrating design thinking and execution (academic or personal projects acceptable) Preferred Skills: Basic understanding of HTML/CSS, UX writing, or animation tools Interest in fintech or financial products Attention to detail and a proactive learning mindset What You’ll Gain: Opportunity to design for a multi-platform ecosystem including web, mobile apps, and trading terminals Contribute to digital experiences used by over 1.2 million users Participate in designing over 50 investment journeys across various financial products such as equities, mutual funds, bonds, AIFs, and FDs Real-world exposure to solving UX challenges like user adoption, conversion, and retention Mentorship from senior designers and product leaders Certificate of Internship upon successful completion
As a Franchisee Acquisition specialist, your primary responsibility will be to generate revenue for our partners by bringing in new franchisees. This includes both broking and non-broking revenue streams. You will be tasked with sourcing new franchisees independently to expand our network and drive business growth. Your efforts will directly contribute to the overall success and profitability of our partners.,