Job Description
Nuvama Wealth is hiring Wealth Managers for their Digital LOB.
Job Description -
The Digital Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.
He should understand the financial needs of customers and provide a guidance pertaining to wealth management in a super simple manner. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.
Key responsibilities -
• Monitor and address HNI clients banking and Investment requirements
• Use financial accumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term invest...
Job Description -
The Digital Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.
He should understand the financial needs of customers and provide a guidance pertaining to wealth management in a super simple manner. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.
Key responsibilities -
• Monitor and address HNI clients banking and Investment requirements
• Use financial accumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term invest...