Location
Raipur | India
Job description
Company Description
Nuvama Wealth is a complete Wealth Management Solution Provider.
Role Description
This is a full-time on-site B2B role for a Relationship Manager at Nuvama Wealth located in Raipur. The Relationship Manager will be responsible for building and maintaining Partner relations, delivering financial advice and recommendations, identifying potential investment opportunities, and managing partners. The Relationship Manager will also ensure partner satisfaction and retention, meet sales targets, and maintain accurate records and reports.
Qualifications
- Financial Planning and Investment Management skills
- Excellent communication and interpersonal skills
- Proven track record of building and maintaining partner relationships
- Knowledge of financial products, markets, and industry regulations
- Ability to work independently and in a team environment
- Strong organizational and time management skills
- Ability to adapt to changing environments and priorities
- Bachelor's degree in Finance, Business Administration or a related field
- Professional certifications such as CFP, CFA, or FINRA licenses are preferred
- Prior experience in wealth management, banking, or financial services industry is a plus
Job tags
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