Company Description Nuvama Wealth (formerly Edelweiss Wealth Management) offers a refreshed and contemporary perspective on wealth creation and management. The firm focuses on delivering comprehensive, client-centric financial solutions across investment, advisory, and wealth planning needs. By combining strong market expertise with innovative products and services, Nuvama Wealth aims to help clients grow, preserve, and transition wealth effectively.

Professionals joining the organization can expect a dynamic environment that values insight-driven advice, long-term relationships, and ethical practices.

Role Description The Senior Relationship Manager role is a full-time, on-site position based in the Mumbai Metropolitan Region. The individual in this role will manage and grow a portfolio of high-net-worth and affluent clients, offering tailored wealth management solutions across investment, advisory, and financial planning products. Day-to-day responsibilities include understanding client goals, recommending suitable products, monitoring portfolio performance, and conducting regular review meetings to ensure alignment with client needs.

The Senior Relationship

Manager will also be responsible for acquiring new clients through networking, referrals, and market outreach, while maintaining compliance with regulatory and internal risk guidelines. Collaboration with product, research,



and operations teams will be essential to deliver seamless client service and timely execution.

Qualifications

- Strong relationship management and client servicing skills, with the ability to build trust and maintain long-term partnerships.
- Solid knowledge of wealth management products such as equities, mutual funds, bonds, structured products, insurance, and alternative investments.
- Proven business development, networking, and negotiation abilities, with a track record of achieving revenue and asset growth targets.
- Analytical and financial planning skills, including portfolio analysis, asset allocation, and risk assessment.
- Excellent communication and presentation skills, with the capacity to explain complex financial concepts in a clear, client-friendly manner.
- Strong organizational and time-management skills, with attention to detail and the ability to handle multiple client relationships.
- Comfort working with CRM tools, market research platforms, and standard office software for reporting and analysis.
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications such as CFP, CFA, NISM, or equivalent are an advantage.
- Prior experience in wealth management, private banking, or investment advisory in a client-facing role is highly beneficial.

📌 Senior Relationship Manager (Mumbai)
🏢 Nuvama Wealth
📍 Mumbai