Company Description Nirmal Bang Wealth Pvt Ltd (NBWPL) is a comprehensive financial solutions provider serving market intermediaries and distributors of financial products across India. Supported by robust technology, NBWPL focuses on delivering high-quality service and rewarding solutions that enable Business Associates to prioritize client needs. Its Financial Products Distribution arm has a strong network of approximately 4,500 Business Associates nationwide, reflecting steady growth. NBWPL offers a wide range of third-party products, including Mutual Funds, AIFs, PMS, Sovereign Gold Bonds, NCDs, Corporate Fixed Deposits, and MLDs. As an AMFI and APMI registered distributor, NBWPL maintains extensive partnerships with all major Asset Management Companies in India, providing diverse investment options to clients.
Role Description This is a full time, on-site Wealth Manager role based in Howrah. The Wealth Manager will be responsible for understanding clients’ financial goals, assessing their risk profiles, and designing tailored investment and financial planning strategies.



Daily activities include advising on mutual funds, PMS, AIFs, insurance solutions, and other investment products, as well as monitoring portfolio performance and recommending rebalancing when appropriate. The role involves regular client meetings, preparation of investment proposals, reviewing market trends, and ensuring compliance with regulatory and organizational policies. The Wealth Manager will collaborate with internal teams and Business Associates to deliver high-quality client service and support long-term relationship building.
Qualifications

• Strong skills in Financial Planning, including goal-based planning, retirement planning, and tax-efficient strategies.
• Proficiency in Investment Management and Investments, with the ability to construct and review diversified portfolios.
• Solid understanding of Finance principles, capital markets, and various financial instruments offered by

📌 Wealth Manager (Howrah)
🏢 Nirmal Bang Wealth
📍 Howrah