Nuvama Wealth
Website:
nuvamawealth.com
Job details:
Company Description Nuvama Wealth (erstwhile Edelweiss Wealth Management) offers a modern, differentiated perspective on wealth creation and preservation for business and individual clients. The firm focuses on comprehensive wealth management solutions, including investment advisory, portfolio management, and strategic financial planning. With an emphasis on innovation and client-centric service, Nuvama Wealth aims to help clients navigate complex financial markets with confidence. Team members are encouraged to bring fresh ideas, build long-term relationships, and contribute to a culture of integrity and performance. Joining Nuvama Wealth means working with experienced professionals committed to redefining wealth management in India.
Role Description The Wealth Relationship Manager – B2B is a full-time, on-site role based in Kolkata. This position is responsible for managing and growing relationships with institutional and corporate clients, understanding their financial goals, and recommending suitable wealth management solutions. Day-to-day tasks include engaging with clients through meetings and calls, analyzing their portfolios, coordinating with internal investment and product teams, and preparing proposals and presentations. The role involves monitoring market trends, identifying new business opportunities, and ensuring high service standards and compliance with internal policies and regulatory requirements. The Wealth Relationship Manager also collaborates with cross-functional teams to support product offerings, resolve client issues promptly, and achieve assigned revenue and growth targets.
Qualifications
- Strong client relationship management and communication skills, with the ability to engage senior stakeholders in B2B environments.
- Proficiency in wealth management, investment products, and financial planning concepts relevant to institutional and corporate clients.
- Analytical skills for portfolio review, risk assessment, and market trend analysis, with attention to detail in documentation.
- Sales and business development acumen, including lead generation, opportunity identification, and negotiation skills.
- Ability to work on-site in Kolkata, collaborate with cross-functional teams, and manage multiple client engagements simultaneously.
- Bachelor’s degree in Finance, Business, Economics, or a related field; a postgraduate degree or relevant certifications (e.g., NISM, CFA, CFP) are an advantage.
- Prior experience in wealth management, corporate banking, investment advisory, or financial services in a B2B context is highly beneficial.
- Commitment to ethical practices, regulatory compliance, and delivering high-quality client service.
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