Company Description Nuvama Wealth (erstwhile Edelweiss Wealth Management) offers a refreshed, modern approach to wealth creation and preservation for individual and institutional clients. The firm focuses on comprehensive wealth solutions, including investment advisory, portfolio management, and financial planning tailored to diverse client needs.

Nuvama

Wealth combines deep market expertise with innovative products and digital platforms to help clients navigate complex financial landscapes. The organization emphasizes long-term relationships, transparent advisory, and performance-driven services, making it an attractive environment for seasoned wealth management professionals.

Role Description The Senior Relationship Manager is a full-time, on-site role based in Hyderabad, responsible for managing and growing a portfolio of high-net-worth and affluent clients. Day-to-day responsibilities include understanding client goals, providing investment and wealth planning recommendations, and ensuring timely execution of transactions across various financial products. The role involves regular portfolio reviews, proactive communication, and coordination with internal product specialists, research teams, and operations to deliver seamless service.

The Senior Relationship

Manager will identify new business opportunities, acquire and onboard clients, and maintain strong compliance and documentation standards in line with regulatory and company policies.



The position requires consistent achievement of revenue and AUM targets while maintaining high levels of client satisfaction and retention.

Qualifications

- Proven expertise in wealth management, investment advisory, and portfolio management, with a strong understanding of financial markets and products.
- Demonstrated client relationship management skills, including client acquisition, retention, and the ability to engage with high-net-worth individuals.
- Strong communication, negotiation, and presentation abilities, with confidence in explaining complex financial concepts in clear, accessible terms.
- Solid analytical and problem-solving skills, including the ability to assess client risk profiles and design appropriate investment strategies.
- Familiarity with regulatory requirements, compliance standards, and documentation practices in the financial services or wealth management industry.
- Comfort with CRM systems, digital investment platforms, and basic Excel or analytics tools for tracking portfolios and performance.
- Bachelor’s degree in Finance, Economics, Business, or a related field; a master’s degree or qualified certifications (e.g., CFP, CFA, NISM) are advantageous.
- Several years of relevant experience in wealth management, private banking, or financial advisory, preferably in a client-facing sales or relationship role.
- Ability to work in a fast-paced, target-driven environment while maintaining high ethical standards and client-centric focus.

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