Senior Wealth Manager Nuvama Wealth

  • company name Nuvama Wealth
  • working location Office Location
  • job type Full Time

Experience: 5 - 5 years required

Pay:

Salary Information not included

Type: Full Time

Location: Madhya Pradesh

Skills: Financial planning, Investment Management, Investments, finance, Insurance, Analytical skills, Communication skills, Interpersonal Skills, ProblemSolving Skills

About Nuvama Wealth

Job Description

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Senior Wealth Manager at Nuvama Wealth in Gwalior. The Senior Wealth Manager will be responsible for financial planning, investment management, investments, finance, and insurance, ensuring the optimal management of clients" wealth and financial portfolios. Qualifications B2B Business Strategic Knowledge & command on Franchise channel or IFA & MFD. Financial Planning and Investment Management skills Experience in Investments and Finance Knowledge of Insurance principles Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to work effectively in a team Relevant certifications such as NISM & IRDA, or equivalent Bachelor's or Master's degree in Finance, Economics, or related field,