Dvara KGFS is a leading non-banking financial company (NBFC) dedicated to serving rural India by providing financial services to low-income households and small businesses. Founded in 2008, the company offers a comprehensive range of products, including savings, credit, insurance, and investments, tailored to the needs of its customers. Operating with a customer-centric approach, Dvara KGFS has a presence in 10 states with 390 branches and a team of over 2,800 employees.
The company is committed to promoting financial inclusion, creating sustainable livelihoods, and fostering socio-economic development in remote rural communities.
Role Description
This is a full-time, on-site role located in Tamil Nadu, India, for a Wealth Manager.
The Wealth
Manager will be responsible for providing personalized financial planning, managing investments, and delivering tailored financial solutions to customers.
Tasks include assessing clients' financial goals, presenting suitable products, managing relationships, and ensuring compliance with regulatory standards. This role requires close interaction with customers to deliver exceptional financial advice and service.
Qualifications
- Strong knowledge of Financial Planning, Investment Management, and Investments
- Understanding of Insurance products and financial services
- Comprehensive expertise in Finance principles and strategies
- Excellent interpersonal and relationship-building skills
- Robust analytical and problem-solving abilities
- Prior experience in financial services or rural development is advantageous
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Ability to communicate effectively in Tamil and English
📌 Wealth Manager (Tamil Nadu)
🏢 Dvara KGFS
📍 Tamil Nadu
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