Company Description Dvara Kshetriya Gramin Financial Services Private Limited (Dvara KGFS) is a leading non-banking financial company (NBFC) dedicated to serving remote rural areas across India. Established in 2008, the company focuses on providing accessible financial services to low-income households and small businesses through a customer-centric approach. Dvara KGFS offers a broad range of products, including savings, credit, insurance, and investment services, tailored to local needs.

With operations in 10 states, 390 branches, and a team of over 2,800 employees, the organization provides significant opportunities for qualified growth. Dvara KGFS is committed to creating sustainable livelihoods and driving socio-economic development in rural communities.

Role Description This is a full-time, on-site Wealth Manager role based in Chennai.

The Wealth

Manager will work closely with customers to understand their financial goals, assess their income and risk profile, and recommend suitable financial products and services. Daily responsibilities include developing personalized financial plans, advising on investments and insurance solutions, and monitoring customer portfolios to ensure alignment with changing needs. The role involves regular customer meetings, preparing financial proposals and reports, ensuring compliance with internal policies and regulatory guidelines,



and coordinating with branch teams for seamless service delivery.

The Wealth

Manager will also support financial literacy initiatives and contribute to building long-term, trust-based relationships with rural and semi-urban customers.

Qualifications

Strong knowledge of Financial Planning and Finance, with the ability to create tailored financial solutions for diverse customer profiles.

Experience in Investment Management and Investments, including portfolio analysis and recommending suitable investment options.

Understanding of Insurance products and their role in comprehensive wealth and risk management.

Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications in wealth management or financial planning are an advantage.

Excellent communication and interpersonal skills, with the ability to explain financial concepts clearly to customers from varied backgrounds.

Customer-focused mindset, strong ethical standards, and attention to detail in documentation and compliance.

Ability to work independently and collaboratively with branch teams, and willingness to engage with rural and semi-urban communities.

Proficiency in basic computer applications and comfort with using digital tools for financial analysis and customer servicing.

📌 Wealth Manager (Chennai)
🏢 Dvara KGFS
📍 Chennai