Wealth Manager
Edelweiss
posted 1d ago
Flexible timing
Key skills for the job
JOB DESCRIPTION
Basic Information Position
Title - Wealth Relationship Manager, B2B Business
About Nuvama :
Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firmswith Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentageof 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, assetmanagement, 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. ‘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. 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, andboasts of a 23,000+ partner network for maximum service coverage.
About B2B Business:
We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.
Functional Responsibilities / KPIs
• Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
• Doing various training programs for partners to train them for various financial products
• Maintaining relationship with partners to generate business
Job Requirements-
Qualifications MBA/ PGDM or relevant degree. Prerequisite Candidates with prior experience of handling B2B Channel ( Preferred) Experience Min 3+ years relevant experience in BFSI and Wealth domain. Functional Competencies
• Acumen towards understanding of client needs, study requirements and provideadequate and prompt solutions.
• Should have a good knowledge and understanding of equity and debt market and wealthproducts.
Why choose Nuvama
• Bi Annual Appraisal Program.
• Aggressive incentive structure & Pay-outs, including international travel contests based on your performance.
• Emphasis on your learning and development, with comprehensive product and other training initiatives.
Employment Type: Full Time, Permanent
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