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Wealth Manager/Private Banker

10.00 to 12.00 Years   Mumbai City   19 Aug, 2023
BOYEN HADDIN CONSULTING AND TECHNOLOGY PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT Services & Consulting
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firmswith Assets under Advisory (AUA) of over 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentageof 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 (850K+), UHNIs and family offices(2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, assetmanagement, institutional securities and capital market advisory, and a deep belief in the client-first philosophy, NWM believes indelivering 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 perspectivethat 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. NWM is present across 450+ locations in India and overseas, andboasts of a 23,000+ partner network for maximum service coverage.Job Role:Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients banking andinvestment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting themthe right investment products. The role requires the candidate to be proficient in financial markets and wealth management.Functional Responsibilities / KPIsEstablishing and maintaining powerful relationships with clients and generating businessand references to meet the sales targets. Responsible for selling of various financial products such as mutual funds, life & healthinsurance, and other structured wealth and financial products. Managing and reviewing portfolios of existing clients with focus on client servicing andethical advisory along with premium client acquisition. Providing consultancy regarding Financial Planning including Retirement Planning, TaxPlanning and Goal based Investing etc.Job RequirementsQualifications MBA/ PGDM or relevant degree.Experience Min 3+ years relevant experience in Banking and Wealth domain.Functional CompetenciesAcumen towards understanding of client needs, study requirements and provideadequate and prompt solutions. Should have a good knowledge and understanding of equity and debt market and wealthproducts.

Keyskills :
bankingdomainbusiness developmentsalesb2b sales

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