Wealth Manager

Job Description

Company Description Dvara Kshetriya Gramin Financial Services Private Limited (Dvara KGFS) is a leading non-banking financial company that operates in remote rural areas of India. Established in 2008, the company focuses on providing financial services to low-income households and small businesses using a customer-centric approach. Dvara KGFS offers a range of financial products, including savings, credit, insurance, and investment services. The company is present in 10 states of India, with 390 branches and a workforce of over 2,800 employees. Dvara KGFS is dedicated to creating sustainable livelihoods and contributing to the socio-economic development of rural India. Role Description This is a full-time on-site role for a Wealth Manager based in Dehradun. The Wealth Manager will be responsible for providing financial planning and investment management services to clients. Day-to-day tasks include assessing clients' financial needs, developing personalized financial plans, managing investment portfolios, and advising on savings, credit, and insurance products. The Wealth Manager will also be responsible for maintaining strong client relationships and staying updated with market trends. Qualifications Financial Planning and Finance skills Investment Management and Investments experience Knowledge of Insurance products and services Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work independently and as part of a team 12th or graduate Experience in the financial services industry is a plus Show more Show less