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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:2 days ago| Platform:

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Skills Required

portfolio portfolios monitoring compliance management communication presentation negotiation planning 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, based in Kochi. The responsibilities include managing and expanding a portfolio of clients, delivering personalized financial solutions to meet individual client needs, and ensuring the highest standards of customer satisfaction. The Wealth Relationship Manager will identify investment opportunities, provide recommendations, and collaborate with internal teams to optimize client portfolios. Additionally, the role requires monitoring market trends and ensuring compliance with regulatory requirements to deliver expert wealth management services.

Qualifications

Strong understanding of financial products, portfolio management, and investment strategies
Proficiency in client relationship management and ability to deliver personalized financial advice
Analytical skills for evaluating market trends and financial forecasts
Effective communication, presentation, and negotiation skills to engage with clients
Proactive mindset, attention to detail, and ability to work effectively in a team
Proven experience in wealth management, financial planning, or a related field
Bachelor’s degree in finance, business, economics, or a related discipline
Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are an advantage

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Wealth Relationship Manager