Wealth Manager

In this role as a Wealth Manager at PROFITMART SECURITIES PRIVATE LIMITED, you will be based in Pune, India, and will play a crucial role in providing financial planning, investment management, and handling of investments, finance, and insurance for clients on a daily basis. **Key Responsibilities:** - Conduct financial planning and investment management for clients - Manage investments, finance, and insurance matters efficiently - Utilize strong analytical and problem-solving skills to optimize client portfolios - Communicate effectively and build relationships with clients - Stay updated on insurance products and industry trends **Qualifications Required:** - Possess Financial Planning and Investment Management skills - Have a minimum of 2-5 years of experience in handling Investments and Finance - Familiarity with Insurance products - Strong analytical and problem-solving abilities - Excellent communication and interpersonal skills - Preferred certifications: CFP, CFA, or MBA in Finance - Minimum of 3 years of experience in wealth management or a related field,