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Nuvama Wealth And Investment
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Senior Wealth Manager

Senior Wealth Manager

Nuvama Wealth And Investment

4 - 9 years

|

10 - 20 Lacs

pune mumbai (all areas)

Posted:1 day ago| Platform:

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Skills Required

wealth management investment products hni private banking portfolio management mutual funds private wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities

Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.
Develop and maintain strong relationships with existing HNIs to increase wallet share and cross-sell opportunities.
Identify new business prospects through networking, referrals, and market research to expand the client base.
Stay up-to-date on industry trends, regulations, and best practices in private banking/wealth management.

Desired Candidate Profile

4+ years of experience in Banking/ Wealth Management or related field.
Excellent communication skills for effective relationship-building with HNIs.
Ability to work independently as well as part of a team environment.

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Nuvama Wealth And Investment

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