Senior Wealth Manager
Mumbai – 01/10/2024
Job Title
Senior Wealth Manager
Job Location – Mumbai
About Nuvama Wealth
Nuvama Wealth and Investment Limited (Formerly Edelweiss Broking Limited) is a technology driven securities company in India that offers a wide range of financial services including broking services, depository services, distribution of financial products, short term funding for employee stock option schemes and margin trading facility. We are one of the leading Stock broker and distributor in India. We offer our broking services through our proprietary state of the art Website, Mobile Application, Terminal and API based trading platforms. Our Company has over 0.3 million of active client base and ₹ 1.5 trillion of client assets spread across wide number of active broking accounts as of March 31, 2022.
Job Description
🔹 Position : Senior Wealth Manager – ( Assistant Manager to Chief Manager/AVP Designation )
🔹 Location : Mumbai
Key Responsibilities:
– Acquisition of Wealth Partners.
– Assist in researching and analyzing investment opportunities and wealth management strategies.
– Explaining them about the product benefits & business from the partner
– Conducting and Inviting leads to the events
– Preparing an end-to-end investment plan for the clients and supporting partners with the reports.
– Support the development of wealth alliances and partnerships.
– Conduct market research and competitor analysis to identify growth opportunities.
*Requirements:*
– Graduate or Post Graduate a degree in Finance, Business Administration, Economics, or related fields.
– Experienced candidates 2-3 years
– Strong interest in wealth management, investments, and strategic partnerships.
– Analytical mindset with the ability to interpret market knowledge, financial data and trends.
– Good communication and interpersonal skills.
Benefits:
– Most Lucrative Incentives structures
– Semi annually auto appraisals
– Valuable exposure to wealth management practices and Wealth alliance development.
– Mentorship and guidance from experienced professionals in the finance industry.
– Opportunity to work on impactful projects and contribute to business growth.
– Potential for career advancement based on performance and initiative.
🔹 Location : Mumbai
Key Responsibilities:
– Acquisition of Wealth Partners.
– Assist in researching and analyzing investment opportunities and wealth management strategies.
– Explaining them about the product benefits & business from the partner
– Conducting and Inviting leads to the events
– Preparing an end-to-end investment plan for the clients and supporting partners with the reports.
– Support the development of wealth alliances and partnerships.
– Conduct market research and competitor analysis to identify growth opportunities.
*Requirements:*
– Graduate or Post Graduate a degree in Finance, Business Administration, Economics, or related fields.
– Experienced candidates 2-3 years
– Strong interest in wealth management, investments, and strategic partnerships.
– Analytical mindset with the ability to interpret market knowledge, financial data and trends.
– Good communication and interpersonal skills.
Benefits:
– Most Lucrative Incentives structures
– Semi annually auto appraisals
– Valuable exposure to wealth management practices and Wealth alliance development.
– Mentorship and guidance from experienced professionals in the finance industry.
– Opportunity to work on impactful projects and contribute to business growth.
– Potential for career advancement based on performance and initiative.
Salary
As per Industry Standards
