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 advantages and high org engagement

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

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 recomme

📌 Core Markets (Pune)
🏢 Nuvama Group
📍 Pune