Wealth Manager- B2B Segment Nuvama Wealth
Nuvama Wealth
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: Delhi
Skills: Financial planning, finance, Investment Management, Investments, Insurance, Analytical skills, Communication skills, Interpersonal Skills, decisionmaking skills
About Nuvama Wealth
Job Description
Company Description Nuvama wealth(Formally known as Edelweiss Broking) Role Description This is a full-time on-site role for a Wealth Manager - B2B segment at Nuvama Wealth, located in New Delhi and Uttarakhand.The Wealth Manager will be responsible for Aquisition of New IFA/Sub broker and handling financial planning, managing investments, and other financial services for their clients. The position involves assessing clients" financial needs, developing tailored investment strategies, managing client portfolios, and providing insights on insurance options. The Wealth Manager will be expected to build and maintain strong client and partner relationships, stay updated on market trends, and ensure compliance with regulatory requirements. Qualifications Skills in Financial Planning and Finance. Proficiency in Investment Management and Investments Knowledge of Insurance Excellent analytical and decision-making skills Strong communication and interpersonal skills Ability to work independently and meet tight deadlines Min 2 year experience in the wealth management and B2b segment. Bachelor's degree in Finance, Economics, Business Administration, or related field,