Senior Wealth Manager

The role of a Senior Wealth Manager at Nuvama Wealth in Gwalior is a full-time on-site position that involves overseeing financial planning, investment management, investments, finance, and insurance for clients. As a Senior Wealth Manager, you will be tasked with ensuring the optimal management of clients" wealth and financial portfolios. To excel in this role, you should possess B2B Business Strategic Knowledge and have a command of the Franchise channel or IFA & MFD. Additionally, you must have strong Financial Planning and Investment Management skills, along with experience in Investments and Finance. A solid understanding of Insurance principles is also required for this position. Analytical and problem-solving abilities are crucial for the Senior Wealth Manager role, along with excellent communication and interpersonal skills. You should be able to work effectively in a team environment and hold relevant certifications such as NISM & IRDA, or their equivalents. A Bachelor's or Master's degree in Finance, Economics, or a related field is preferred for this position.,