Company Description Nuvama Wealth (formerly Edelweiss Wealth Management) offers a refreshed, modern perspective on wealth creation and preservation for individual and institutional clients. The firm focuses on comprehensive wealth solutions, combining advisory, investment, and risk management services tailored to diverse financial goals. By leveraging deep market expertise and creative tools, Nuvama Wealth supports clients in building long-term, sustainable financial strategies.

Team members join a dynamic environment that values client-centric thinking, ethical conduct, and performance-driven growth.

Role Description This is a full-time, on-site Senior Relationship Manager role based in Jodhpur.

The Senior Relationship

Manager will manage and grow a portfolio of high-net-worth and affluent clients, providing investment advisory, wealth planning, and ongoing relationship support. Daily responsibilities include understanding clients’ financial objectives, recommending suitable products and solutions, executing and monitoring transactions, and ensuring high standards of client service. The role involves proactive outreach to existing and prospective clients, coordination with internal product and research teams, and adherence to regulatory and compliance requirements.

The Senior Relationship





Manager will also track portfolio performance, prepare regular reviews, and contribute to business development initiatives in the region.

Qualifications

- Strong client relationship management and communication skills, with the ability to understand and address complex financial needs.
- Experience in wealth management, investment advisory, or financial services, including familiarity with equity, debt, mutual funds, and other investment products.
- Proficiency in sales, business development, and portfolio growth, with a track record of meeting revenue and asset targets.
- Knowledge of regulatory and compliance standards in financial services, and the ability to apply them in daily client interactions.
- Analytical and problem-solving skills to interpret market trends, assess risk, and propose suitable financial strategies.
- Bachelor’s degree in Finance, Economics, Business, or a related field; a postgraduate qualification or relevant certifications (e.g., NISM, CFP) are an advantage.
- Comfort with using CRM tools and standard office software to manage client data, reporting, and documentation.
- Ability to work in a fast-paced, target-oriented environment while maintaining high ethical and skilled standards.

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