Senior Wealth Manager (Mumbai)

Senior Wealth Manager (Mumbai)

03 Sep
|
Nuvama Wealth and Investment
|
Mumbai

03 Sep

Nuvama Wealth and Investment

Mumbai

Roles and Responsibilities :

- Manage a portfolio of High Net Worth Individuals (HNIs) and ultra HNIs, providing personalized financial solutions to meet their investment needs.

- Identify recent business opportunities through networking, referrals, and market research to expand the client base.

- Develop strong relationships with existing clients by understanding their goals, risk tolerance, and liquidity requirements.

- Collaborate with internal teams such as trading desks, operations, and compliance to ensure seamless execution of trades.

Job Requirements :

- 2-10 years of experience in B2C sales or wealth management in an NBFC or broking firm.

- Strong knowledge of bonds, equities, fixed income products, mutual funds, PMS, AIFs etc. .

- Proven track record of successful HNI acquisition and retention.

📌 Senior Wealth Manager (Mumbai)
🏢 Nuvama Wealth and Investment
📍 Mumbai

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