Role & responsibilities Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners to generate business Preferred candidate profile MBA/ PGDM or relevant degree Min 3+ years relevant experience in BFSI and Wealth domain. Candidates with prior experience of handling B2B Channel ( Preferred) Perks and benefits Bi Annual Appraisal Program. Aggressive incentive structure & Pay-outs, including international travel contests based on your performance. Emphasis on your learning and development, with comprehensive product and other training initiatives.

Key Responsibilities Monitor and address HNI clients banking and Investment requirements Functional Responsibilities. Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio. Ensuring need based product approach towards clients and regular reporting of product penetration. Conduct risk profiling of all mapped clients for better advisory on investment needs. Job Requirements Qualifications : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Experience - Minimum 3 years in Wealth ManagementFunctional Competencies Ability to manage relationships to improve relationship value of existing customers Ability to build and maintain long term relationships, deepening relationship and growing revenues Ability to provide seamless and superior service delivery Ability to ensure compliance with key regulatory and bank level requirements. Operation External Nature or purpose of interaction • Corporate • Channels • AUM

JOB DESCRIPTION Position TitleInvestment Manager 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. 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’ wealthThis Position is a XXXXXXXXXXXXXXXX Nuvama wealth the is the wealth management arm Headed by Rahul Jain. It focuses on advising Affluent and HNI customers on the investments needs across wealth products through unbiased advisory. We have an adaptive approach and have kept up with the changing landscape of investment advisory and customer needs. Our clients get to choose from a wide bouquet of 48+ products across asset classes in a hybrid ecosystem, which leverages technology to provide the best servicing experience.Our experienced management team leads 65+ branches, 1200+ advisors, and 20,000+ partners across India. Functional Responsibilities / KPIsAs an insurance Manager, you will be responsible for managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.The IC channel is an insurance specialist team within Nuvama Wealth responsible for working closely to drive the insurance business, products and strategies.The investment Managerwill work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Weakth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.Sales and Business Development:Work closely with Nuvama Wealth RMs on driving the insurance products.Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.Achieve sales targets and contribute to the LOB overall targets with self and team.Develop new business opportunities through networking and referrals. Client Consultation:Assess clients' insurance needs and provide suitable recommendations.Explain insurance policies and coverage options to clients clearly and effectively.Assist clients with the application process and ensure proper documentation.Customer Service:Provide exceptional customer service and support to clients regarding their insurance policies.Address client inquiries and resolve any issues or concerns related to insurance products.Conduct regular follow-ups with clients to ensure satisfaction and retention.•Compliance and Documentation:Ensure all insurance transactions comply with company regulations and policies.Maintain accurate records of sales and client interactions in the company system.Stay updated with changes in insurance laws and regulations.Training and Development:Participate in ongoing training programs to stay current with industry trends and product knowledge.Share best practices and knowledge with team members to improve overall performance. Job Requirements Qualifications1. Bachelor’s degree in finance, Business Administration, or a related field. 2.Proven experience in sales, preferably in the banking or insurance industry.3. Strong knowledge of insurance products and services.4. Excellent communication and interpersonal skills.5. Ability to work independently and as part of a team.. Experience1. Minimum 5 years’ experience in life insurance sector2. Fresher to be considered only from Insurance institutes Functional Competencies1. Full-time position, typically within standard office hours.2. May require occasional travel outside the present location to meet clients or attend training session.3. Office-based with some flexibility to work outside the main office, depending on company policies

JOB DESCRIPTION Basic Information Position Title - Wealth Relationship Manager, B2B Business About Nuvama : Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of Indias leading wealth and asset management firmswith Assets under Advisory (AUA) of over 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentageof 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, assetmanagement, 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, andboasts of a 23,000+ partner network for maximum service coverage. About B2B Business: We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger. Functional Responsibilities / KPIs • Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners • Doing various training programs for partners to train them for various financial products • Maintaining relationship with partners to generate business Job Requirements- Qualifications MBA/ PGDM or relevant degree. Prerequisite Candidates with prior experience of handling B2B Channel ( Preferred) Experience Min 3+ years relevant experience in BFSI and Wealth domain. Functional Competencies • Acumen towards understanding of client needs, study requirements and provideadequate and prompt solutions. • Should have a good knowledge and understanding of equity and debt market and wealthproducts. Why choose Nuvama • Bi Annual Appraisal Program.• Aggressive incentive structure & Pay-outs, including international travel contests based on your performance. • Emphasis on your learning and development, with comprehensive product and other training initiatives.