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18 Religare Jobs
Wealth Advisor
Religare
posted 2 weeks ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
Role Description
This is an on-site, full-time role for a Wealth Advisor based at all over Tamilnadu. The Wealth Advisor will be responsible for providing wealth management services, including financial and retirement planning, and investment management. Day-to-day tasks include assessing clients financial needs, developing customized financial plans, managing clients investment portfolios, and providing ongoing financial advice and support.
Qualifications
- Skills in Financial Planning and Retirement Planning
- Knowledge and experience in Investments and Broking
- Expertise in Wealth Management Services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Bachelor's degree in Finance, Economics, or related field preferred
- Relevant certifications such as NISM 8 and IRDA are a plus
Employment Type: Full Time, Permanent
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What Religare employees are saying about work life
based on 646 employees
Strict timing
Monday to Friday
No travel
Day Shift
Religare Benefits
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