Wealth Manager

Company Description

Dvara Kshetriya Gramin Financial Services Private Limited (Dvara KGFS) is a leading non-banking financial company (NBFC) operating in remote rural areas of India. Established in 2008, Dvara KGFS focuses on providing financial services to low-income households and small businesses, offering products such as savings, credit, insurance, and investment services. With a customer-centric approach, the company serves customers through 390 branches across 10 states in India, employing over 2,800 people. Dvara KGFS is committed 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 located in Tamil Nadu, India. The Wealth Manager will be responsible for providing personalized financial planning and investment management services to clients. Daily tasks will include assessing clients' financial needs, offering investment advice, managing portfolios, and building long-term relationships with clients. Additional responsibilities include educating clients on financial products, recommending insurance plans, and contributing to the overall financial well-being of the clients and community.

Qualifications

• Strong skills in Financial Planning and Finance
• Proficiency in Investment Management and Investments
• Excellent understanding of Insurance products
• Strong interpersonal and communication skills
• Ability to work independently and as part of a team
• Prior experience in a similar role or financial services is a plus
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications such as CFP, CFA, or equivalent
  

Location:
* Pudukkottai contact Details:BASKAR HR - 84899 31999EMAIL: baskar.s@dvarakgfs.com