Posted:3 days ago|
Platform:
On-site
Full Time
We're Hiring: Experienced Senior Wealth Managers – B2B Segment
Are you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We’re expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and comprehensive financial plans.
🔍 What We're Looking For:
✔️ 2+ years of experience in B2B, IFA, wealth/financial plannin
g✔️Responsible for product penetration and increasing Partners & clients wallet shar
e. ✔️ Strong understanding of Mutual Funds, Insurance, PMS, AIFs, and other investment vehic
les ✔️ Excellent relationship-building and communication sk
ills ✔️ AMFI/NISM certified (prefe
rred) ✔️ Self-motivated, ethical, and client-f
ocused
💼 What You'
ll Do:🔹 Support and train our business partners in delivering quality ad
visory 🔹 Help their clients build long-term, goal-based investment stra
tegies 🔹 Conduct portfolio reviews and recommend asset allocation c
hanges 🔹 Stay updated with market trends and compliance
norms
🌟 Why Jo
in Us?✔️ Work in a forward-thinking wealth management ec
osystem✔️ Attractive compensation + performance-based in
centives✔️ Opportunity to grow with an expanding regional
footprint✔️ Supportive, learning-driv
en culture
📩 Interested? Let’
s connect! DM me or share your resume at kapil.mohan@
nuvama.com
nuvamawealth #hiring #jobalert #wealthmanagement #b2bsales
Nuvama Wealth
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