Location
Mysore | India
Job description
About Nuvama
Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's 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 a affluent customer's [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.
Roles and responsibilities
- Catering to the investment needs of clients by providing them research-based advice in mutual funds, insurance, PMS and structured products offerings
- Manage clients through client visits, suggest financial products to the clients and achieve business target
- Responsible for product penetration and increasing clients wallet share
- Identifying prospective clients and acquiring new clients
- Canada should have experience of managing/ acquiring wealth and HNI customers.
Required Profile
- Should have at least four years of experience handling wealth product sales
- Any graduate / post graduate with relevant experience
- Good relationship management and service focus skills
- Good communication and presentation skills
- Investment product knowledge is mandatory
Perks & Benefits
- Bi-annual appraisal program
- Growth in fixed CTC twice in a year with attractive quarterly incentives.
Job tags
Salary
