Wealth Manager

Company Description

Bajaj Broking, based in Pune, is a stockbroking company affiliated with NSE, BSE, NSDL, and CDSL. As a subsidiary of Bajaj Finance Limited, a reputable name in the finance sector, we offer Capital Market solutions covering Equities, Corporate deposits, Insurance, Thematic stock baskets, and more. Our personalized approach and customer-centric focus aim to make stock market investments accessible to all Indians.
Role Description

This is a full-time on-site role for a Wealth Manager located in Gurugram. The Wealth Manager will be responsible for financial planning, investment management, investment strategies, finance, and insurance services for clients on a day-to-day basis.
Qualifications

• Financial Planning and Investment Management skills
• Experience in Investments and Finance

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  Knowledge of Insurance services
• Demonstrated ability to provide personalized financial solutions
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Bachelors degree in Finance, Economics, Business, or related field