Senior Wealth Manager

5 - 9 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Senior Wealth Manager at Nuvama Wealth in Gwalior, your role will involve handling financial planning, investment management, investments, finance, and insurance to ensure the optimal management of clients" wealth and financial portfolios. Key Responsibilities: - Demonstrating B2B Business Strategic Knowledge & command on Franchise channel or IFA & MFD - Utilizing Financial Planning and Investment Management skills effectively - Applying experience in Investments and Finance to benefit clients - Understanding and applying Insurance principles - Utilizing excellent analytical and problem-solving skills - Demonstrating strong communication and interpersonal skills - Working effectively in a team environment - Holding relevant certifications such as NISM & IRDA, or equivalent - Possessing a Bachelor's or Master's degree in Finance, Economics, or related field Please note that the company description was not provided in the job description.,

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