Wealth Manager- B2B

Role Overview: You will be working as a Wealth Manager - B2B at Nuvama Wealth in Delhi. Your primary responsibilities will include acquiring new partners and conducting financial planning, investment management, managing investments, finance, and insurance for your clients. Key Responsibilities: - Acquire new partners for the company - Perform financial planning for clients - Manage investments and finance for clients - Provide insurance advice and services - Utilize strong analytical and problem-solving skills - Demonstrate excellent communication and interpersonal abilities Qualifications Required: - Possess financial planning and investment management skills - Minimum of 2 years of experience in B2B - Experience in investments and finance - Knowledge of insurance practices - Strong analytical and problem-solving skills - Excellent communication and interpersonal abilities - Certifications such as CFP or CFA are a plus - Hold a bachelor's degree in Finance, Economics, Business, or related field,