Wealth Manager

Company Description

Dvara Kshetriya Gramin Financial Services Private Limited (Dvara KGFS) is a leading non-banking financial company (NBFC) focused on providing financial services to low-income households and small businesses in rural India. Established in 2008, the company caters to customers through a customer-centric approach, offering a wide range of financial products including savings, credit, insurance, and investment services. With a presence in 10 Indian states, 390 branches, and a dedicated workforce of over 2,800 employees, Dvara KGFS is committed to fostering sustainable livelihoods and advancing socio-economic development in underserved communities. The organization continuously strives to ensure comprehensive access to financial services in rural areas.

Role Description

This is a full-time, on-site role for a Wealth Manager based in Ariyalur. The Wealth Manager will be responsible for assessing client financial needs, developing tailored financial plans, and providing advice on investment and insurance solutions. The role involves guiding clients through diverse financial products to achieve their objectives, regularly monitoring portfolios, and maintaining relationships to ensure continued client satisfaction. Additionally, the Wealth Manager will contribute to enhancing financial literacy and promoting sustainable economic growth among clients in the region.

Qualifications

• Strong knowledge in Financial Planning and Investments with the ability to create tailored plans that meet client goals
• Expertise in Investment Management, including asset allocation and risk management strategies
• Proficiency in understanding and advising on Insurance and Finance solutions
• Excellent communication, relationship management, and interpersonal skills
• Analytical and problem-solving abilities to evaluate financial data and provide strategic recommendations
• Experience in rural or community development finance is an advantage
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Certification in financial planning or investment management is a bonus