Upload Button Icon Add office photos

Edelweiss

Compare button icon Compare button icon Compare
filter salaries All Filters (1)

15 Edelweiss Jobs

Investment Manager

2-7 years

₹ 4 - 7L/yr

Indore, Ahmedabad, Delhi/Ncr

1 vacancy

Investment Manager

Edelweiss

posted 1d ago

Job Role Insights

Flexible timing

Job Description

JOB DESCRIPTION

Basic Information

Position Title

Investment Manager



Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 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 (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). 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. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas, and boasts of a 23,000+ partner network for maximum service coverage.

About the Brand

Vama’ stands for wealth and prosperity in Sanskrit; and Nuvama is a unique word and an embodiment of the fresh new perspective that we bring to creating and managing our clients’ wealth

This Position is a XXXXXXXXXXXXXXXX Nuvama wealth the is the wealth management arm Headed by Rahul Jain. It focuses on advising Affluent and HNI customers on the investments needs across wealth products through unbiased advisory. We have an adaptive approach and have kept up with the changing landscape of investment advisory and customer needs. Our clients get to choose from a wide bouquet of 48+ products across asset classes in a hybrid ecosystem, which leverages technology to provide the best servicing experience.

Our experienced management team leads 65+ branches, 1200+ advisors, and 20,000+ partners across India.

Functional Responsibilities / KPIs


As an insurance Manager, you will be responsible for managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

The IC channel is an insurance specialist team within Nuvama Wealth responsible for working closely to drive the insurance business, products and strategies.

The investment Managerwill work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Weakth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

Sales and Business Development:

  • Work closely with Nuvama Wealth RMs on driving the insurance products.
  • Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
  • Achieve sales targets and contribute to the LOB overall targets with self and team.
  • Develop new business opportunities through networking and referrals.


Client Consultation:

  • Assess clients' insurance needs and provide suitable recommendations.
  • Explain insurance policies and coverage options to clients clearly and effectively.
  • Assist clients with the application process and ensure proper documentation.

Customer Service:

  • Provide exceptional customer service and support to clients regarding their insurance policies.
  • Address client inquiries and resolve any issues or concerns related to insurance products.
  • Conduct regular follow-ups with clients to ensure satisfaction and retention.

Compliance and Documentation:

  • Ensure all insurance transactions comply with company regulations and policies.
  • Maintain accurate records of sales and client interactions in the company system.
  • Stay updated with changes in insurance laws and regulations.

Training and Development:

  • Participate in ongoing training programs to stay current with industry trends and product knowledge.
  • Share best practices and knowledge with team members to improve overall performance.

Job Requirements

Qualifications


1. Bachelor’s degree in finance, Business Administration, or a related field. 2.Proven experience in sales, preferably in the banking or insurance industry.

3. Strong knowledge of insurance products and services.

4. Excellent communication and interpersonal skills.

5. Ability to work independently and as part of a team..

Experience


1. Minimum 5 years’ experience in life insurance sector

2. Fresher to be considered only from Insurance institutes

Functional Competencies


1. Full-time position, typically within standard office hours.

2. May require occasional travel outside the present location to meet clients or attend training session.

3. Office-based with some flexibility to work outside the main office, depending on company policies


Employment Type: Full Time, Permanent

Read full job description

Prepare for Investment Manager roles with real interview advice

What people at Edelweiss are saying

Investment Manager salary at Edelweiss

reported by 4 employees with 1-6 years exp.
Lock Unlock
₹4 L/yr - ₹4.5 L/yr
35% less than the average Investment Manager Salary in India
View more details

What Edelweiss employees are saying about work life

based on 1.1k employees
57%
64%
44%
98%
Flexible timing
Monday to Friday
Within city
Day Shift
View more insights

Edelweiss Benefits

Health Insurance
Job Training
Soft Skill Training
Work From Home
Cafeteria
Team Outings +6 more
View more benefits

Compare Edelweiss with

Kotak Mahindra Bank

3.8
Compare

HDFC Bank

3.9
Compare

ICICI Bank

4.0
Compare

Axis Bank

3.8
Compare

Bajaj Finance

4.0
Compare

Aditya Birla Capital

3.9
Compare

Reliance Capital

3.7
Compare

L&T Finance

3.9
Compare

Mahindra Finance

4.1
Compare

Shriram Finance

4.1
Compare

Bajaj Finserv

4.0
Compare

Wells Fargo

3.9
Compare

JPMorgan Chase & Co.

4.0
Compare

Motilal Oswal Financial Services

3.7
Compare

ICICI Securities

3.9
Compare

Bajaj Capital

3.8
Compare

Sharekhan

3.8
Compare

Religare

3.8
Compare

Nippon Life India Asset Management

4.5
Compare

JM Financial

3.8
Compare

Similar Jobs for you

Investment Manager at Edelweiss Financial

Pune

2-7 Yrs

₹ 4-8 LPA

Investment Relationship Manager at Kotak Life Insurance

Pune, Delhi/Ncr + 1

1-6 Yrs

₹ 3.5-5.5 LPA

Investment Relationship Manager at Kotak Life Insurance

Kolkata

1-6 Yrs

₹ 3.5-5.5 LPA

Investment Relationship Manager at Kotak Life Insurance

Kolkata, Hyderabad / Secunderabad + 1

1-6 Yrs

₹ 3.5-5.5 LPA

Investment Relationship Manager at Kotak Life Insurance

Hyderabad / Secunderabad, Bangalore / Bengaluru + 1

1-6 Yrs

₹ 3.5-5.5 LPA

Investment Relationship Manager at Kotak Life Insurance

Kolkata, Hyderabad / Secunderabad + 1

2-3 Yrs

₹ 2.5-5 LPA

Bancassurance Manager at Kotak Life Insurance

Kolkata, Bangalore / Bengaluru + 1

1-6 Yrs

₹ 2.5-4.5 LPA

Bancassurance Manager at Kotak Life Insurance

Ahmedabad, Rajkot + 1

1-6 Yrs

₹ 2.5-4 LPA

Bancassurance Sales Manager at Kotak Life Insurance

Kakinada, Chennai + 1

1-6 Yrs

₹ 1.25-4.5 LPA

Bancassurance Sales Manager at Kotak Life Insurance

Tiruppur, Chennai + 1

1-6 Yrs

₹ 1.25-4.5 LPA

Edelweiss Ahmedabad Office Locations

View all
Ahmedabad Office
Edelweiss House, H.L.Commerce College-Stadium Road, Navrangpura, Ahmedabad Ahmedabad
380 009
Ahmedabad Office
Basement, Madhusudan House, Opp Shail Building, Near Navrangpura Telephone Exchange, Off C.G Road, Gujarat Ahmedabad
380009

Investment Manager

2-7 Yrs

₹ 4 - 7L/yr

Indore, Ahmedabad, Delhi/Ncr

1d ago·via naukri.com

Legal Role - Litigation - NBFC (8-15 yrs)

8-15 Yrs

2d ago·via iimjobs.com

Investment Manager

2-7 Yrs

₹ 4 - 8L/yr

Pune

2d ago·via naukri.com

Wealth Manager - Mumbai / Hyderabad / Pune

3-8 Yrs

Hyderabad / Secunderabad, Pune, Mumbai

8d ago·via naukri.com

Wealth Manager || B2B

2-7 Yrs

₹ 8 - 12L/yr

Pune, Jaipur, Mumbai

8d ago·via naukri.com

We Are Hiring! Associate Director - Fund Raising Money Market

10-20 Yrs

Mumbai

11d ago·via naukri.com

Distribution Operations

2-4 Yrs

Mumbai

15d ago·via naukri.com

Manager - Trade Surveillance Compliance

4-8 Yrs

Mumbai

17d ago·via naukri.com

Recently Viewed

JOBS

Genpact

jodhpur

No Jobs

JOBS

Infosys

Lead

63 jobs

SALARIES

Infosys

Lead

unlock blur L/yr

(167 salaries)

REVIEWS

Infosys

Lead

4.3

(8 reviews)

SALARIES

Chase Bank

No Salaries

SALARIES

Tayo Rolls

JOBS

Jindal Saw

No Jobs

REVIEWS

Tayo Rolls

No Reviews

REVIEWS

MM Forgings

No Reviews

write
Share an Interview
How was your last interview experience?
Rate your experience using AmbitionBox
Terrible
Terrible
Poor
Poor
Average
Average
Good
Good
Excellent
Excellent