Nuvama Wealth
Website:
nuvamawealth.com
Job details:
Company Description
Nuvama Wealth (formerly Edelweiss Wealth Management) offers a refreshing perspective on wealth management. As a leading name in the financial services industry, we are committed to providing innovative and customized solutions to serve our clients’ evolving investment needs. Backed by expertise and a focus on excellence, we empower individuals and families to achieve their financial aspirations with tailored strategies. At Nuvama, we value innovation, client-centricity, and trust as pillars of our success.
Role Description
This is a full-time Private Relationship Manager (RM) role located on-site in Mumbai. The Private RM will be responsible for building and maintaining strong client relationships, offering tailored financial solutions, and assisting clients in achieving their investment goals. Day-to-day responsibilities include identifying potential clients, providing financial advisory, managing portfolios, and ensuring customer satisfaction. The role also requires conducting training sessions for clients and staying updated on market trends.
Qualifications
- Strong Communication skills to interact effectively with clients and internal teams
- Finance and Accounting knowledge to provide comprehensive financial advisory and portfolio management
- Business Development abilities to identify potential clients and grow the client base
- Training skills to educate clients on financial products and services
- Demonstrated ability to build and nurture long-term client relationships
- Proven ability to work in a team-oriented environment
- Bachelor's degree in Finance, Business, or related field. MBA or CFA is an added advantage
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