Company Description
Nuvama Wealth and Investment Limited
Role Description
This is a full-time on-site role for a Relationship Manager Wealth at Nuvama Wealth in New Delhi. The Relationship Manager Wealth will be responsible for managing client portfolios, providing financial advice, and developing personalized wealth management strategies to help clients achieve their financial goals.
Qualifications
Financial Planning and Investment Management skills
Experience in Investments and Finance
Knowledge of Insurance principles
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Ability to build and maintain client relationships
Certifications such as CFP or CFA are a plus,