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 4,25,000 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. The business serves close to a million customers comprising a diversified set of affluent customers (1.3m+), UHNIs and family offices (4500+), corporates & institutional clients (1000+). 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, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. 'Vama' stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the fresh new perspective That we bring to creating and managing our clients' wealth. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. Nuvama is present across 500+ locations in India and overseas, and boasts of a 7000+ active partner network for maximum service coverage.

About B2C Business :

We are a well-established B2C business with more than 13 Million clients across India served by a team of 1100+ wealth Managers. Established employee friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.

Functional Responsibilities / KPIs :

Client Advisory & Portfolio Management :

- Understand clients' financial goals, risk appetite, time horizon through detailed discussions and portfolio deep-dives.

- Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.

- Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.

- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.

Client Relationship Management :

- Build, nurture, and manage long-term relationships with clients through regular meetings, portfolio discussions, and review sessions.

- Ensure high-quality client experience through proactive communication, responsiveness, transparency, and consultative engagement.

- Conduct periodic client visits and virtual connects to understand changing needs and recommend timely solutions.

- Act as a trusted advisor and single point of contact for clients across investment and service requirements.

Business Growth & Product Penetration :

- Achieve business targets across revenue, acquisition, retention, and wallet share.

- Drive cross-sell and upsell across wealth, protection, and investment solutions.

- Increase product penetration by identifying gaps in client portfolios and recommending suitable offerings.

- Continuously acquire new clients and grow the book through referrals, networking, and other client acquisition strategies.

- Work closely with research, product, and operations teams to deliver seamless execution and service.

Compliance & Governance :

- Adhere to regulatory guidelines, documentation standards, and internal compliance norms.

- Ensure client suitability, risk assessment, and fair practice principles in all recommendations.

- Maintain accurate records of client interactions, advice given, and action taken.

Job Requirements :

Qualifications :

Graduate/Postgraduate in Finance, Commerce, Economics, or related field; certifications such as CFP, NISM, CFA (preferred).

Prerequisite :

Investment Product knowledge is mandatory

Experience :

4-10+ years of experience in wealth management, investment advisory, or private banking.

Functional / Behavarioal Competencies :

- Acumen towards understanding of client needs and provide adequate and prompt solutions.

- Strong understanding of financial markets, products, and portfolio advisory concepts.

- Proven track record of managing HNI/affluent client relationships and achieving revenue targets.

- Excellent communication, presentation, and relationship-building skills.

- High level of integrity, client-centric mindset, and strong analytical ability.

Why choose Nuvama Wealth :

At Nuvama Wealth, you get an environment that enables you to do what's best - for your client and for your own growth. We believe in empowering Wealth managers with the right platform, products, freedom and rewards to truly create value.

Transparent and Dynamic Annual Appraisal Program:

- Transparent, structured review cycles focused on performance and long-term growth.

Aggressive Incentive Structure & Exciting Performance Rewards:

- High earning potential with clear metrics - including opportunities to earn incentives up to 200-300% of fixed compensation, linked to performance.

Career Progression & Growth Path:

- Fast-track growth opportunities with clear milestones, leadership exposure and role enhancement based on merit.

- Special Cohorts for High Performers with added benefits and high org engagement

Learning & Development Focus:

Strong emphasis on capability building through comprehensive product training, advisory workshops, and ongoing market learning.

Culture of Ownership, Trust & Support:

Collaborative teams, open communication, and a performance-driven culture that recognizes effort and outcomes.

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