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Wealth Manager

Nuvama Wealth and Investment

7 - 12 years

8 - 18 Lacs

New Delhi Bengaluru Mumbai (All Areas)

Posted:1 day ago| Platform:

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Skills Required

Mutual Funds Wealth Product NISM Wealth Management Sales PMS HNI Client Handling AIF

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Work from Office

Job Type

Full Time

Job Description

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.

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Nuvama Wealth and Investment

nuvama.com

Financial Services

New York

50-100 Employees

3 Jobs

Key People

John Doe

CEO
Jane Smith

CFO

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Wealth Manager