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Nuvama Wealth
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Wealth Relationship Manager

Wealth Relationship Manager

Nuvama Wealth

0 years

0 Lacs

kochi kerala india

Posted:1 day ago| Platform:

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Skills Required

management portfolios portfolio collaboration planning communication finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

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Role Description

This is a full-time on-site role for a Wealth Relationship Manager, located in Kochi. The Wealth Relationship Manager will build and nurture client relationships, offer financial solutions tailored to client needs, and ensure accurate and timely management of investment portfolios. Responsibilities include client acquisition, cross-selling financial products, providing periodic portfolio reviews, and addressing client concerns. The role requires effective collaboration with internal teams to deliver seamless client service.

Qualifications

Wealth Management, Financial Planning, and Investment Advisory experience
Client Relationship Management and Communication skills
Analytical and Strategic Thinking abilities
Knowledge of banking products, insurance, and asset allocation
Ability to effectively assess client needs and offer appropriate solutions
Proficiency in financial tools and software
Relevant academic qualifications such as a Bachelor’s degree in Finance, Economics, Business, or similar fields
Certifications like CFP, CFA, or NISM-Series V-A (optional but beneficial)

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Wealth Relationship Manager