Wealth relationship manager (Bengaluru)

Wealth relationship manager (Bengaluru)

17 Aug
|
Nuvama Wealth
|
Bengaluru

17 Aug

Nuvama Wealth

Bengaluru

About Nuvama
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 current 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. NWM is present across 500+ locations in India and overseas, and boasts of a 7000+ active partner network for maximum service coverage.
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 regu

📌 Wealth relationship manager (Bengaluru)
🏢 Nuvama Wealth
📍 Bengaluru

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