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Nuvama Wealth
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Wealth Manager

Wealth Manager

Nuvama Wealth

0 years

0 Lacs

Delhi India

Posted:17 hours ago| Platform:

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Skills Required

portfolios strategies monitoring planning management communication certifications finance

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

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Role Description

This is a full-time on-site role for a Wealth Manager located in Delhi, India. The Wealth Manager will be responsible for developing financial plans, managing investment portfolios, and providing comprehensive financial advice to clients. Day-to-day tasks include evaluating clients' financial status, creating investment strategies, monitoring financial markets, and advising clients on investments, insurance, and tax implications. The role requires strong analytical and interpersonal skills to build and maintain client relationships, as well as ensuring that financial strategies are implemented effectively to meet clients' financial goals.

Qualifications

Expertise in Financial Planning and Finance
Skills in Investment Management and Investments
Knowledge of Insurance products and services
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Relevant certifications, such as CFP (Certified Financial Planner), are a plus
Bachelor's degree in Finance, Economics, Business, or a related field

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Wealth Manager