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Nuvama Wealth


Wealth Manager
Nuvama Wealth • Udaipur, Rajasthan • via LinkedIn
12 hours ago
Full–time
Apply on LinkedIn
Job description
Company Description

Nuvama Wealth (Formerly known as Edelweiss Broking Ltd.) is a technology driven fastes growing Wealth Management Company in India having ₹ 2,47,835 Cr of Client Assets along with ₹ 6,967 Cr of AUM which makes Nuvama Wealth a leading wlWealth Management
player in HNI and affluent client segment, Amongst top 2 wealth players in UHNI client segment.

Nuvama Wealth Partners is a prominent B2B Business in India, known for a diversified wealth product basket. 25000+ strong partner base, 15 years in the business since 2008 with over 50+ Financial Products across asset classes.
Role Description

This is a full-time on-site role for a B2B Wealth Manager at Nuvama Wealth in Udaipur. The Wealth Manager will be responsible for financial planning, investment management, managing investments, finance, and insurance for clients through Channel Partners on a day-to-day basis.

Qualifications
• Financial Planning and Investment Management skills
• Knowledge of Investments and Finance
• Experience in Insurance
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Having Experience in B2B role will be an added advantage
• Certifications such as CFP, CFA, or equivalent are a plus
• Bachelor’s degree in Finance, Economics, or related field