Private Wealth Relationship Manager - Banking

Job Description

Industry - Banking / Financial Services / BrokingCategory - Finance Skills - Wealth Management, Private Wealth Management, Investment Analysis, Equity, Wealth Advisory, Mutual Funds, PMSJob Type - Permanent Job Description 1. Book Management2. Client Engagement3. Product ManagementClient Details:About Nuvama: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.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, 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 - be it individuals, families, corporates or institutions. It stands for our obsession with customer centricity in everything we do, making Nuvama the partner of choice at every step of our clients journey.At Nuvama we believe in always putting our clients interest above ours.Description:- Identify, develop, and manage client relationships; deliver a suite of services and products catered to the clients requirements- Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives- Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible & be the first port of call for those clients. Deepen relationships with existing clients.- Leverage the integrated Edelweiss Platform, establish synergies to scope opportunities continuously for clients- Team handling experience for TL candidatesClient segment: UHNW clients with Financial Assets of INR 25 Cr & aboveProfile:Experience:Total of 10 or more years of work experience of which last 5 years (min.) handling UHNW Clients in Private Wealth units of domestic banks/NBFCs/ Private wealth platformsPreferred: Relationship Managers from both corporate and private banking roles in banks and NBFCs.Qualification:Graduate, MBA, CA, CFAFunctional Competencies:- Understanding of broader economy - global and local, knowledge of capital markets, various asset classes- Experience in investment/financial services- Ability to decipher client psyche and risk profileBehavioral Competencies- Ability to think BIG, High on Integrity, Passion, Ambition & initiative, Perseverance, Entrepreneurial mindset- Relationship management skills, interpersonal skills, collaborative, excellent communication skills, team playerTarget Companies:- Private Wealth units of domestic banks/ Private wealth platforms/NBFCJob Offer:Our client is among the leading players in wealth management space.To apply online please click the Apply button below. For a confidential discussion about this role please contact Somaira Khanon +91 22 4hidden_mobile. Contact - Somaira Khan - +91 22 4hidden_mobile The Apply Button will redirect you to website. Please apply there as well.,

Keyskills :
salesteam handlingmarketingbankingfinancial services