Wealth Manager- B2B segment

Role Overview: As a Wealth Manager at Nuvama Wealth, you will be responsible for acquiring new IFA/Sub broker clients and providing financial planning services in the B2B segment. Your role will involve assessing clients" financial needs, developing customized investment strategies, managing client portfolios, and offering insights on insurance options. You will also be expected to cultivate strong client and partner relationships, keep abreast of market trends, and ensure compliance with regulatory standards. This is a full-time on-site position based in New Delhi and Uttarakhand. Key Responsibilities: - Acquire new IFA/Sub broker clients in the B2B segment - Provide financial planning services - Develop tailored investment strategies - Manage client portfolios - Offer insights on insurance options - Build and maintain strong client and partner relationships - Stay updated on market trends - Ensure compliance with regulatory requirements Qualifications Required: - Skills in Financial Planning and Finance - Proficiency in Investment Management and Investments - Knowledge of Insurance - Excellent analytical and decision-making skills - Strong communication and interpersonal skills - Ability to work independently and meet tight deadlines - Minimum 2 years of experience in wealth management and B2B segment - Bachelor's degree in Finance, Economics, Business Administration, or a related field.,