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Wealth Manager
Nuvama Wealth
Vadodara / Baroda | Ahmedabad | Mumbai
Not Disclosed
3 - 6 Years
Full Time - Permanent
Views:7
Applicants:0
Posted on 18 Jul, 2026
In Office
Job Description | Responsibilities
- Manage and grow relationships with high-net-worth and retail clients.
- Assess clients' financial goals and recommend suitable investment and wealth management solutions.
- Build and maintain a diversified client portfolio through proactive business development.
- Monitor portfolio performance and provide ongoing financial guidance.
- Achieve sales, revenue, and asset under management (AUM) targets.
- Ensure compliance with regulatory requirements and maintain accurate client records.
Overview
- Industry - Banking / Financial Services
- Job Role - Wealth Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Wealth Management
Investment Advisory
Portfolio Management
Financial Planning
Client Relationship Management
Business Development
AUM
Sales
Banking Compliance
