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Wealth Manager

NIRMAL BANG SECURITIES PRIVATE LIMITED

0 years

0 Lacs

Mumbai Maharashtra India

Posted:6 hours ago| Platform:

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Skills Required

planning strategies management communication finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Role Des</strong>criptionThis is a full-time on-site role located in Mumbai. The Wealth Manager will be responsible for providing comprehensive financial planning services, managing investments, and developing individualized investment strategies. The Wealth Manager will also provide guidance on insurance and overall financial well-being for clients.QualificationsSkills in Financial Planning and FinanceExpertise in Investment Management and InvestmentsKnowledge of Insurance products and servicesStrong analytical and problem-solving abilitiesExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsBachelor's degree in Finance, Economics, or a related fieldProfessional qualifications such as CFP, CFA, or other relevant certifications are a plus

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NIRMAL BANG SECURITIES PRIVATE LIMITED

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