Wealth Manager- B2B segment

Role Overview: You will be joining Nuvama Wealth as a Wealth Manager in the B2B segment, based in New Delhi and Uttarakhand. Your main responsibilities will include acquiring new IFA/Sub brokers, performing financial planning, managing investments, and offering various financial services to your clients. Your role will require you to assess the financial needs of clients, create customized investment strategies, oversee client portfolios, and provide recommendations on insurance products. Building and nurturing strong relationships with clients and partners, staying informed about market trends, and ensuring compliance with regulations will also be key aspects of your role. Key Responsibilities: - Acquire new IFA/Sub brokers - Perform financial planning for clients - Manage investments and client portfolios - Provide 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 products - 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 the B2B segment - Bachelor's degree in Finance, Economics, Business Administration, or a related field Role Overview: You will be joining Nuvama Wealth as a Wealth Manager in the B2B segment, based in New Delhi and Uttarakhand. Your main responsibilities will include acquiring new IFA/Sub brokers, performing financial planning, managing investments, and offering various financial services to your clients. Your role will require you to assess the financial needs of clients, create customized investment strategies, oversee client portfolios, and provide recommendations on insurance products. Building and nurturing strong relationships with clients and partners, staying informed about market trends, and ensuring compliance with regulations will also be key aspects of your role. Key Responsibilities: - Acquire new IFA/Sub brokers - Perform financial planning for clients - Manage investments and client portfolios - Provide 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 products - 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 the B2B segment - Bachelor's degree in Finance, Economics, Business Administration, or a related field